Daniel Youngs
Daniel Youngs is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Kalamazoo, MI, with 43 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Hfg Financial Group, 5659 West Michigan Avenue, Kalamazoo, MI, 49009
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Regulatory History (1)
Customer Dispute
January 2008Other Business ActivitiesSells Insurance
Daniel is an independent registered investment advisor and owner of HFG Advisors, Inc., dedicating full-time hours to this role. He also sells fixed and variable annuities and life insurance through Youngs Insurance Sales, spending a few hours per week on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Hfg Advisors INC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Andover Securities, INC.Broker
Geneva Securities,inc.Broker
First American National Securities, INC.Broker
State Registrations45 states
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.