Daniel Machnik is a CFP-designated registered investment advisor, based in Jackson, MI, with 19 years of industry experience.
Location
400 S Jackson St, Jackson, MI, 49201
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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
Daniel owns several LLCs related to rental properties and real estate, dedicating a few hours per week to each. He also owns and manages Willis & Machnik Financial Services, LLC, taking nearly full-time hours, and is an agent for Avantax Insurance Agency, LLC, where he may sell various annuity and insurance products.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations21 states
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