Daniel Duren
Daniel Duren is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Lincoln, NE, with 40 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
3341 Pioneers Blvd, Suite 1, Lincoln, NE, 68506
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2010Other Business ActivitiesSells Insurance
Daniel is an independent insurance agent selling disability, life, accident, and health insurance, dedicating a few hours per week. He also works as a sales associate at Benefit Management, an insurance agency providing employee benefits, which takes about half of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Aragon Financial Services, INC.Broker
MML Investors Services, INC.Broker
Washington National Equity CompanyBroker
Connecticut Mutual Financial Services, INC.Broker
State Registrations7 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.