Daniel Heaton
Daniel Heaton is a registered investment advisor at Cetera Investment Advisers LLC, based in Warr Acres, OK, 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
Firm Size
IM Fee
Assets Under Management
Location
5560 NW 72 St Bldg A, Warr Acres, OK, 73132
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel sells life, health, and annuity insurance products with various companies since 2019, and owns Heaton Insurance Agency, LLC, which is in the process of winding down. He also owns Ladybug Baits, LLC (coatings) and Ladybug Holding (mineral rights), and is a representative for Apex Financial Solutions, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Farmers Financial Solutions, LLCBroker
State Registrations2 states
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