Daniel Charles Hauschild
Investment adviser representative at Tcfg Investment Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$639.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Tcfg Investment Advisors, LLCMar 2026 to now
- MarinerAug 2025 to Jan 2026
- Valley Wealth Managers, Inc.Jul 2023 to Aug 2025
- Hallmark Capital ManagementJun 2019 to Jul 2023
- JPMorgan Securities LLCJun 2016 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (DE, NM).
Tcfg Investment Advisors, LLC
$639.4MAssets managed
2,334Clients
31Advisers
13 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
- 2973391
- Firm CRD
- 166606