DZ
DZ

Daniel Joseph Zeiger

24 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
5,102 clients
Average Client Portfolio
$77K average
Assets Under Management
$394.7M

Fee Structure

Minimum Investment:None
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Location

Lansing, MI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Daniel is an independent contractor with Zeiger Financial, selling life insurance, annuities, health insurance, long-term care insurance, and Medicare plans. This activity takes nearly full-time hours.

Employment History
Current Registrations
Sequent Planning, LLC
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Packerland Brokerage Services, INC.
October 2018 - August 2022 · 3 yrs 10 mos
Packerland Brokerage Services, INC.Broker
October 2018 - August 2022 · 3 yrs 10 mos
Foresters Equity Services, INC.
September 2010 - October 2018 · 8 yrs 1 mo
Foresters Equity Services, INC.Broker
August 2010 - October 2018 · 8 yrs 2 mos
Securian Financial Services, INC.
May 2010 - July 2010 · 2 mos
Securian Financial Services, INC.Broker
November 2009 - July 2010 · 8 mos
Mwa Financial Services INC.Broker
October 2001 - October 2009 · 8 yrs
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Daniel Joseph Zeiger - Financial Advisor | TrueAdvisor