Daniel Gardner
Daniel Gardner is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Southfield, MI, with 30 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
28411 Northwestern Hwy, Suite 1300, Southfield, MI, 48034
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2016Customer Dispute
January 2011Other Business ActivitiesSells Insurance
Daniel is a guest speaker for Oakland University, part owner of rental property, and a board member at University Presbyterian Church. He also works as a financial planner for Michigan Financial Companies, selling securities, investment advisory, and insurance products, dedicating full-time hours to this role, and owns Gardner Wealth Strategies, LLC for business expenses.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations31 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.