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Daniel Allen Dague

Prosperity Wealth Management, Inc.

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About Daniel Allen Dague

Daniel Dague is a financial advisor with Prosperity Wealth Management, Inc. Daniel has been in the financial services industry since 1995. Daniel is licensed in Ohio and is registered with FINRA and the state of Ohio. Daniel also owns and operates Buckeye Tax Service, a tax preparation business in Alliance, Ohio.

Firm Information

Daniel Dague is currently registered with Prosperity Wealth Management, Inc.. Prosperity Wealth Management, Inc. is a registered investment advisor headquartered in SAN RAMON, CA. The firm manages approximately $243.37 million in assets for 1,611 clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management for individuals, and selection of other advisors.
Prosperity Wealth Management, Inc.

2333 SAN RAMON VALLEY BLVD.

SAN RAMON, CA 94583

$243.37M

Assets Under Management

32

Total Clients

46

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Dague’s Registration & Firm History

OH

01/06/2020 - Present

Prosperity Wealth Management, Inc. (Alliance OH)

OH

12/03/2004 - 01/07/2015

INVESTMENT NETWORK, INC. (N. CANTON OH)

CA

11/21/2003 - 09/28/2004

LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)

MN

07/18/2002 - 11/06/2003

QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)

OH

03/15/1999 - 07/02/2002

CHARTER ONE SECURITIES, INC. (CLEVELAND OH)

IA

06/10/1997 - 03/15/1999

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

OH

10/03/1995 - 04/30/1997

MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)

MI

10/27/1993 - 09/22/1994

MULTI-BANK SECURITIES, INC. (SOUTHFIELD MI)

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Licenses & Designations

BOTH

Issued 10/16/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/21/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/1994

Series 3 - National Commodity Futures Examination

BC

Issued 10/26/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Daniel Allen Dague. Review regulatory record here.
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