Daniel Kennedy
Daniel Kennedy is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Huntington, IN, 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
Huntington, IN
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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 is an insurance agent selling life, health, long-term care, and annuities, dedicating a few hours per week. He also manages and owns a farm, and serves as a trustee for Clear Creek Church, dedicating minimal time to each. Daniel also operates Kennedy Wealth Management as a DBA for financial services, dedicating about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Vestax Securities Corporation
Vestax Securities CorporationBroker
Washington Square Securities, INC.Broker
Reliastar Financial Marketing CORP.Broker
American United Life Insurance CompanyBroker
Aul Equity Sales CORP.Broker
Royal Alliance Associates, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
Balanced Financial Securities CorporationBroker
Integrated Resources Equity CorporationBroker
State Registrations18 states
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