Colgate, WI
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Learn about disclosures →Daniel operates his LPL business under the DBA Silverleaf Wealth Management and provides investment advisory services through Silverleaf Advisor Group, spending full-time on these activities. He also has a business entity, DCB Financial Services, LLC, for tax/investment purposes, requiring minimal time, and is a registered representative with LPL Financial and Gladstone Institutional Advisory, LLC, spending about half his time on each.