Daniel Mushlock
Daniel Mushlock is a registered investment advisor at Cetera Investment Advisers LLC, based in Grand Rapids, MI, with 3 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
161 Ottawa Ave Nw, Suite 116-M, Grand Rapids, MI, 49503
Get directionsHistory
Regulatory History (1)
Criminal
February 2000Other Business Activities
Daniel is a managing partner at Mushlock & Associates LLC, providing tax and accounting services, dedicating about 10-20% of his time. He is also a partner at Mushlock Vacation Properties LLC, coordinating short-term rental bookings, taking about a quarter of his time, and a financial professional at Horizon Advisors.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations4 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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