Daniel Turnwald is a registered investment advisor, based in Ottawa, OH, with 3 years of industry experience.
Location
149 N Court st., Ottawa, OH, 45875
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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 an advisory representative of a registered investment advisor (RIA) since November 2023, spending about half his time on this and trading. He is also an independent insurance agent for various independent insurance companies since October 2023, dedicating about a quarter of his time to this and trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations3 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.