Daniel Erdmann
Daniel Erdmann is a registered investment advisor at Osaic Wealth, INC., based in Plymouth, MN, with 12 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
4425 Hwy 169 N, Suite 100, Plymouth, MN, 55442
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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 sells fixed insurance products, including life, annuities, and long-term care, dedicating full-time hours to this activity. He also provides tax preparation and planning services, and is a member of JMAE LLC providing services to other businesses, and provides fixed insurance services to clients through Erdmann Financial Planning LLC (DBA Encore Financial).
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Advisornet Wealth Management
Jra Financial Advisors, INC.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations14 states
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