Steven Daniel
Steven Daniel is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Butte, MT, with 49 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
18 W Galena, Butte, MT, 59701
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2018Customer Dispute
June 2011Other Business ActivitiesSells Insurance
Steven owns commercial real estate and is the owner/president of Daniel Financial Services, Inc., an insurance agency, taking about half of his time. He also serves on the boards of several non-profit organizations and associations, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Aetna Life Insurance and Annuity CompanyBroker
Woodbury Financial Services, INC.Broker
State Registrations24 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.