Daniel Allen Dague
Investment adviser representative at Exodus Wealth, LLC
22 yearsExperience
1 stateRegistered in
$483.6MFirm assets
11 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Exodus Wealth, LLCJan 2020 to now
- Prosperity Wealth Management Inc.Nov 2019 to now
- Fortune Financial Services, Inc.Jan 2015 to now
- Buckeye Tax ServiceOct 2004 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (OH).
Exodus Wealth, LLC
$483.6MAssets managed
2,249Clients
56Advisers
11 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
- 2397866
- Firm CRD
- 174328