DA
CFP
DA
CFP

Daniel Artrip

16 Years of Experience
Smithville, OH
BrokerSells Insurance

Daniel Artrip is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Smithville, OH, with 16 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

790 E Main St, Smithville, OH, 44677

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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 conducts adult education seminars on retirement planning and is a part owner/secretary of Ramsier Financial Services, Inc., dedicating about a quarter of his time to the latter. He also sells fixed insurance products and provides pro bono financial education to widows.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
July 2011 - Present · 14 yrs 10 mos
Previous Registrations
Cetera Advisors LLC
July 2014 - March 2024 · 9 yrs 8 mos
Natcity Investments, INC.Broker
December 2006 - April 2008 · 1 yr 4 mos
Nylife Securities INC.Broker
July 2006 - August 2006 · 1 mo
State Registrations16 states
AZCACOCTFLIAILINMOMSNCNJOHPATXWV
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.
Daniel Artrip - Financial Advisor | TrueAdvisor