Daniel Phelps Finkel
Investment adviser representative at Osaic Wealth, Inc.
27 yearsExperience
7 statesRegistered in
ChFC®, CFP® certificationDesignations
$234.9BFirm 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 assetsHourlyFixed or flat fee
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
27 years in the industry.
- Excel/colibriFeb 2015 to now
- Osaic Wealth, Inc.Jul 2013 to now
- PyrotechnicoJul 2007 to now
- Savage & AssociatesAug 1999 to now
- Royal AllianceJul 2013 to Aug 2023
- Ottawa Hills High SchoolJan 2001 to Jun 2023
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 7 states (CA, FL, IN, KY, MI, OH, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 4127868
- Firm CRD
- 23131