Daniel O'meilia is a registered investment advisor at Wells Fargo Advisors, based in Tulsa, OK, with 16 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6060 S American Plaza St E, Ste 350, Tulsa, OK, 74135
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel serves as the treasurer for The Retreat at Brookside North HOA, starting in January 2023. He spends minimal time attending meetings to discuss the budget, expenses, and property repairs.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations15 states
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