Daniel Koesters is a registered investment advisor, based in Coldwater, OH, with 9 years of industry experience.
Location
815 West Main Street, Coldwater, OH, 45828
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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 is an advisor at Moorman Harting Financial Services, dedicating about half his time to investment-related financial services. He is also a shareholder in Moorman, Harting & Co., a public accounting firm, where he works nearly full-time as a tax partner.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations3 states
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