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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Tucker is a financial advisor at Mariner Wealth, with over 30 years of experience in the industry. Daniel has a strong track record of providing financial advice and portfolio management services to a wide range of clients, including individuals, families, businesses, and institutions. Daniel's expertise includes financial planning, portfolio management, and retirement planning. He is also a Certified Financial Planner, demonstrating his commitment to providing comprehensive and personalized financial advice. Daniel has held previous positions with Securities Service Network, Inc., QA3 Financial Corp., Assist Investment Management Company, Inc., CLS Brokerage Services, Inc., Securities America, Inc., Royal Alliance Associates, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. This diverse experience has allowed Daniel to develop a deep understanding of the financial services industry and the needs of his clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NE
01/06/2021 - Present
Mariner Wealth (OMAHA NE)
NE
02/14/2011 - 10/04/2012
SECURITIES SERVICE NETWORK, INC. (OMAHA NE)
NE
06/04/2002 - 02/11/2011
QA3 FINANCIAL CORP. (OMAHA NE)
KS
12/07/1998 - 06/03/2002
ASSIST INVESTMENT MANAGEMENT COMPANY, INC. (LEAWOOD KS)
CT
06/12/1997 - 10/28/1998
CLS BROKERAGE SERVICES, INC. (STAMFORD CT)
NE
03/13/1995 - 06/02/1997
SECURITIES AMERICA, INC. (LAVISTA NE)
AZ
06/07/1991 - 03/16/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
08/01/1990 - 05/13/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/01/1990 - 05/13/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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