Daniel Flanscha
Daniel Flanscha is a CFP, ChFC-designated registered investment advisor at Oneamerica Securities, INC., based in Loveland, CO, with 38 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, Investment Management, Retirement Planning. Their firm serves 2,118 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneAmerica Securities (OAS) offers investment management through various programs, including:
- Portfolio Choice Program: Offered through arrangements with Envestnet, Sawtooth, and Lockwood. These programs include Discretionary Management Programs, Separately Managed Account Programs, and Unified Managed Account Programs. OAS representatives do not have discretionary investment authority in these programs.
- Advisor Managed Portfolios (AMP): OAS representatives serve as the account managers on a discretionary basis.
Fees are based on a percentage of the assets managed, generally between 0.25% and 2.00%. The fee is agreed upon by the representative and the client and depends on the account type, investments selected, and assets under management.
Location
1609 Crestridge Dr, Loveland, CO, 80537
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Other Business ActivitiesSells Insurance
Daniel is involved in non-variable insurance sales and owns Longs Peak Financial, LLC, which focuses on insurance sales. He is also the President of Longs Peak Education, an education provider for insurance CE and CPA CPE, and a board member at Mount Olive Lutheran Church.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations11 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.