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Daniel Kinnamon
4 Years of Experience
Jasper, IN
1 DisclosureBrokerSells Insurance
Daniel Kinnamon is a registered investment advisor at Cetera Investment Advisers LLC, based in Jasper, IN, with 4 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
215 E. 6th Street, Jasper, IN, 47547
Get directionsHistory
Regulatory History (1)
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Financial
August 2018Final
Other Business ActivitiesSells Insurance
Daniel owns Kinnamon Financial LLC, a CPA firm, dedicating about 10-20% of his time to accounting and tax services. He also sells life, health, fixed annuities, and long-term care insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLC
January 2022 - Present · 4 yrs 6 mos
Cetera Advisors LLCBroker
January 2022 - Present · 4 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
October 2022 - March 2024 · 1 yr 5 mos
State Registrations1 state
IN
AdvisorBrokerBoth
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
No exam information available for this advisor.