DW
DW
Daniel Wack is a registered investment advisor at Cetera Investment Advisers LLC, based in Wheaton, IL, with 3 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
214 W Willow Ave, Wheaton, IL, 60187
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2026 - Present · 3 mos
Cetera Financial Specialists LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
Charles Schwab & CO., INC.
April 2025 - July 2025 · 3 mos
Charles Schwab & CO., INC.Broker
January 2025 - July 2025 · 6 mos
Morgan StanleyBroker
February 2023 - November 2024 · 1 yr 9 mos
E*trade Securities LLCBroker
September 2021 - September 2023 · 2 yrs
State Registrations4 states
ILMAMOOR
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.