Daniel O'toole
Daniel O'toole is a registered investment advisor at Veterinary Financial Group LLC, based in Cedar, MI, with 19 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, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 99 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Veterinary Financial Group does not directly manage client investments. Instead, VFG LLC refers clients to third-party investment managers. The fees charged by these managers will be disclosed to you before you sign an agreement and are negotiable. VFG LLC receives a portion of the fees charged by the third-party manager for connecting you with them.
Location
Cedar, MI
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2004Other Business ActivitiesSells Insurance
Daniel owns WMP Financial Services, assisting small businesses with healthcare and other insurance-related benefit programs, dedicating a few hours per week. He also teaches tennis at Court One Athletic Club for a few hours per week.
Employment History
Current Registrations
Veterinary Financial Group LLC
Wealth Management Partners LLC
Previous Registrations
Securian Financial Services, INC.
State Registrations4 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.