Daniel Tucker is a CFP-designated registered investment advisor at Mariner Wealth, based in Omaha, NE, with 35 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
13815 FNB Parkway, Suite 100, Omaha, NE, 68154
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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 Activities
Daniel works full-time as an Investment Advisor Representative for Mariner Wealth Advisors and as a Registered Representative for MSEC, LLC. He also serves on the board of directors for Chariots 4 Hope, owns Dannan Properties LLC, and is a member of PMFR Properties LLC.
Employment History
Current Registrations
Mariner Wealth
Msec, LLCBroker
Previous Registrations
Securities Service Network, INC.Broker
Qa3 Financial CORP.Broker
Mariner Wealth Advisors
Assist Investment Management Company, INC.Broker
Cls Brokerage Services, INC.Broker
Securities America, INC.Broker
Royal Alliance Associates, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 states
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