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Daniel Joseph Detloff

Investment adviser representative at Spc
31 yearsExperience
1 stateRegistered in
$6.1BFirm assets
42 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

31 years in the industry.

  1. SpcJan 2010 to now
  2. Sigma Planning CorporationDec 2004 to now
  3. Sigma Financial CorporationOct 1995 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1990

State registrations

Registered as an investment adviser representative in 1 state (MI).

Spc

Legal name: Sigma Planning Corporation

$6.1BAssets managed
30,916Clients
474Advisers
42 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2011474
Firm CRD
110692
Advisor's SEC record (opens in a new tab)
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