Daniel Robertson
Daniel Robertson is a registered investment advisor at Cetera Investment Advisers LLC, based in Emporia, KS, with 25 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
1225 West 6th Ave, Emporia, KS, 66801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is an owner and CPA at AGLER & GAEDDERT, CHARTERED DBA A&G CONSULTANTS, a CPA firm, dedicating nearly full-time hours to tax and accounting services. He also provides and markets Section 125 and 105 plans, spending minimal time on this, and serves as a board member and treasurer for the Rotary Club of Emporia, spending a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations3 states
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