Daniel M Machnik
Investment adviser representative at Cetera Investment Advisers LLC
20 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$256.8BFirm 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
20 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Willis & Machnik Financial Services, LLCJan 2007 to now
- Pat WillisApr 2006 to now
- Durance Wealth PartnersSep 2024 to Oct 2024
- Avantax Insurance Agency, LLCNov 2018 to Sep 2025
- Drpc, LLCJan 2015 to Dec 2024
- Avantax Advisory ServicesJun 2010 to Sep 2025
- Blue Cross Blue Shield of MichiganAug 2007 to Aug 2018
- Avantax Investment Services, Inc.Apr 2006 to Sep 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 3 states (FL, MI, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
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
- 5135108
- Firm CRD
- 105644