DL
CFP
DL
CFP

Daniel Joseph Lane

23 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

Andover, OH

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History

Regulatory History (1)
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Customer Dispute
January 2021
Settled
Other Business ActivitiesSells Insurance

Daniel is an independent insurance agent selling various insurance products, dedicating about 10-20% of his time to this activity. He is also a part owner of Financial Management Strategies, Inc., a financial professional at Vision Wealth Management LLC, and a founding partner of Pillar Financial Group LLC, dedicating about a quarter of his time to Vision Wealth Management LLC and about a quarter of his time to Pillar Financial Group LLC.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 5 mos
Cetera Wealth Services, LLC
September 2013 - Present · 12 yrs 5 mos
Financial Management Strategies, INC.
March 2010 - Present · 15 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Walnut Street Securities, INC.
March 2010 - September 2013 · 3 yrs 6 mos
Walnut Street Securities, INC.Broker
February 2010 - September 2013 · 3 yrs 7 mos
Ameriprise Financial Services, INC.
August 2002 - March 2010 · 7 yrs 7 mos
Ameriprise Financial Services, INC.Broker
June 2002 - March 2010 · 7 yrs 9 mos
Ids Life Insurance CompanyBroker
June 2002 - July 2006 · 4 yrs 1 mo
State Registrations13 states
AZFLILKYMAMDNCNYOHPASCTNWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.