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Daniel Draper

25 Years of Experience
Fenton, MI
1 DisclosureBrokerSells Insurance

Daniel Draper is a registered investment advisor, based in Fenton, MI, with 25 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold.

Location

12272 N Fenton Road, Suite 7, Fenton, MI, 48430

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History

Regulatory History (1)
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Customer Dispute
April 2013
Closed-No Action
Other Business ActivitiesSells Insurance

Daniel is an Investment Advisor Representative and Senior VP at Hensler & Associates Wealth Management, spending nearly full-time providing financial planning and investment advisory services. He is also a Registered Representative & Agent with Purshe Kaplan Sterling Investments, dedicating full-time hours to trading and annuity business, and sells fixed/traditional insurance products, dedicating minimal time to these sales.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
August 2026 - Present · 2 mos
Steward Partners Investment Advisory, LLC
August 2026 - Present · 2 mos
Steward Partners Investment Solutions, LLCBroker
August 2026 - Present · 2 mos
Previous Registrations
Sapphire Blue Investment Partners
February 2022 - September 2026 · 4 yrs 7 mos
Purshe Kaplan Sterling InvestmentsBroker
April 2021 - August 2026 · 5 yrs 4 mos
Cetera Advisor Networks LLCBroker
September 2019 - April 2021 · 1 yr 7 mos
Sapphire Blue Investment Partners
July 2018 - December 2021 · 3 yrs 5 mos
Sapphire Blue Investment Partners
May 2018 - June 2018 · 1 mo
Summit Financial Group INC
October 2006 - April 2021 · 14 yrs 6 mos
Summit Brokerage Services, INC.Broker
February 2005 - September 2019 · 14 yrs 7 mos
Wachovia Securities Financial Network, LLCBroker
May 2004 - February 2005 · 9 mos
PFS Investments INC.Broker
May 2001 - April 2004 · 2 yrs 11 mos
State Registrations13 states
AZFLGAILKYMINCOHSCTXVAVTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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