Daniel Donnellan
Daniel Donnellan is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Clarksville, TN, with 38 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
201 Main Street, Clarksville, TN, 37040
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Daniel sells life insurance and fixed annuities as an insurance agent, dedicating minimal time to this activity. He also works as a pension consultant and is a board member of the Kiwanis Club of Clarksville.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Aul Equity Sales CORP.Broker
American United Life Insurance CompanyBroker
State Registrations2 states
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