Anthony Daniel
Anthony Daniel is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Omaha, NE, with 19 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
9290 W Dodge Rd, Suite 402, Omaha, NE, 68144
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony sells fixed insurance, dedicating minimal time to this activity. He is also a co-owner of Grove Park Companies, LLC, a woodworking business.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
MML Distributors, LLCBroker
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Qa3 Financial CORP.Broker
Orizon Investment Counsel LLC
Aquarius Fund Distributors, LLCBroker
Aquarius Fund Distributors, LLCBroker
State Registrations11 states
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
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