DM
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Daniel Mushlock

3 Years of Experience
Grand Rapids, MI
1 DisclosureBroker

Daniel Mushlock is a registered investment advisor at Cetera Investment Advisers LLC, based in Grand Rapids, MI, 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

161 Ottawa Ave Nw, Suite 116-M, Grand Rapids, MI, 49503

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History

Regulatory History (1)
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Criminal
February 2000
Final Disposition
Other 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
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2023 - June 2023 · 1 mo
State Registrations4 states
COFLILMI
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.