Daniel Gilbert is a CFP, ChFC-designated registered investment advisor, based in Tipp City, OH, with 39 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold.
Location
4 1/2 E Main St, Suite 200, Tipp City, OH, 45371
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
First Heartland Capital, INC.
August 2024 - Present · 2 yrs 2 mos
First Heartland Capital, INC.Broker
August 2024 - Present · 2 yrs 2 mos
First Heartland Consultants, INC.
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - August 2024 · 2 mos
Osaic Wealth, INC.
June 2024 - August 2024 · 2 mos
Securities America, INC.Broker
November 2020 - June 2024 · 3 yrs 7 mos
Securities America Advisors, INC.
November 2020 - June 2024 · 3 yrs 7 mos
Kms Financial Services, INC.Broker
February 2016 - November 2020 · 4 yrs 9 mos
Kms Financial Services, INC
February 2016 - November 2020 · 4 yrs 9 mos
Fsc Securities Corporation
June 2001 - August 2014 · 13 yrs 2 mos
Fsc Securities CorporationBroker
September 1999 - August 2014 · 14 yrs 11 mos
Edward D. Jones & CO., L.P.Broker
December 1998 - September 1999 · 9 mos
Conseco Financial Services, INC.Broker
July 1995 - December 1998 · 3 yrs 5 mos
Financial Horizons Securities CorporationBroker
March 1993 - June 1995 · 2 yrs 3 mos
Equico Securities, INC.Broker
April 1983 - January 1989 · 5 yrs 9 mos
The Equitable Life Assurance Society of the United StatesBroker
September 1981 - January 1989 · 7 yrs 4 mos
State Registrations8 states
COFLINKYNCOHPAVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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