Daniel Offutt
Daniel Offutt is a registered investment advisor at Cetera Investment Advisers LLC, based in Whitefish, MT, with 27 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
Whitefish, MT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a shareholder and accountant for his wife's software sales company, DSO Development Corp. He also owns an accounting and tax preparation practice, dedicating a full-time work week to it, and works full-time as a financial advisor for Charter Wealth Management, LLC. Daniel also has a healthcare business called Unicare.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Calvert Securities CorporationBroker
State Registrations4 states
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