DC
ChFC
DC
ChFC

Daniel Cuningham

39 Years of Experience
1 DisclosureSells Insurance

Daniel Cuningham is a ChFC-designated registered investment advisor at Cornerstone Advisors LLC, based in Fayetteville, AR, with 39 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 58 clients with $280M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
58 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$276.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4201 Shiloh Dr, Suite 1600, Fayetteville, AR, 72703

Get directions

History

Regulatory History (1)
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Customer Dispute
February 2020
Denied
Other Business ActivitiesSells Insurance

Daniel is involved with a non-MMLIA insurance brokerage, Oklahoma Financial Network LLC, as a sales person, owner, and broker since 2003. He spends minimal time on this activity, selling various insurance products including life, property/casualty, health, and annuities.

Employment History
Current Registrations
Cornerstone Advisors LLC
March 2026 - Present · 1 mo
Previous Registrations
Cornerstone Advisors LLC
August 2023 - December 2025 · 2 yrs 4 mos
Cornerstone Registered Investment Advisors
July 2021 - August 2023 · 2 yrs 1 mo
MML Investors Services, LLCBroker
March 2017 - February 2020 · 2 yrs 11 mos
MML Investors Services, LLC
March 2017 - February 2020 · 2 yrs 11 mos
Msi Financial Services, INC.
March 2016 - March 2017 · 1 yr
Msi Financial Services, INC.Broker
February 2007 - March 2017 · 10 yrs 1 mo
Metropolitan Life Insurance CompanyBroker
February 2007 - July 2007 · 5 mos
MML Investors Services, INC.Broker
August 2005 - January 2007 · 1 yr 5 mos
Park Avenue Securities LLCBroker
January 2003 - August 2005 · 2 yrs 7 mos
Nylife Securities INC.Broker
November 1984 - January 2003 · 18 yrs 2 mos
State Registrations1 state
OK
Advisor

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.