Daniel Koerner is a CFP-designated registered investment advisor, based in Toms River, NJ, with 10 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold.
Location
10 Allen Street Suite 3A, Toms River, NJ, 08753
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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 a partner at Koerner & Koerner, PA, an accounting firm, spending about a quarter of his time there. He is also a member of Koerner WealthCare, LLC, providing insurance, tax, investment, and estate planning.
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 Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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