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Daniel Feiler

10 Years of Experience
Houston, TX
1 DisclosureBrokerSells Insurance

Daniel Feiler is a registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 10 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

4550 Post Oak Pl, Ste 125, Houston, TX, 77027

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History

Regulatory History (1)
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Criminal
March 2013
Final Disposition
Other Business ActivitiesSells Insurance

Daniel works as an agent/broker for Ardent Solutions and IMG Financial Group, focusing on fixed insurance sales, dedicating about 10-20% of his time to Ardent Solutions and minimal time to IMG Financial Group. He also works as an agent/broker for IMG Medical Group.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 3 yrs 1 mo
Cetera Investment Advisers LLC
August 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
Securian Financial Services, INC.
October 2016 - August 2023 · 6 yrs 10 mos
Securian Financial Services, INC.Broker
May 2016 - August 2023 · 7 yrs 3 mos
Foresters Financial Services, INC.Broker
December 2015 - May 2016 · 5 mos
State Registrations5 states
GALANMTXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.