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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 Brunette has been an active financial advisor for over 47 years. Daniel is a Registered Representative and Investment Advisor Representative. Daniel is currently registered with Cetera Investment Advisers LLC and has previously been with First Allied Securities, Inc., Ogilvie Security Advisors Corporation, Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. Daniel is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT. Daniel has experience with individuals, high-net-worth individuals, trusts, estates, pension and profit sharing plans, corporations, and charitable organizations. Daniel provides financial planning, portfolio management, and other advisory services.
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.
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.
1
2
IN
11/12/2020 - Present
Cetera Investment Advisers LLC (INDIANAPOLIS IN)
IN
10/17/2012 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (INDIANAPOLIS IN)
IN
08/06/2002 - 10/24/2012
OGILVIE SECURITY ADVISORS CORPORATION (INDIANAPOLIS IN)
WI
10/28/1975 - 07/17/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
02/28/1987 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
12/16/1986 - 01/13/1987
ROBERT W. BAIRD & CO. INCORPORATED
NA
09/24/1984 - 12/15/1986
VESTAX SECURITIES CORPORATION
NA
03/04/1983 - 10/11/1984
HALL SECURITIES CORPORATION
IA
Issued 1/8/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/1999
Series 12 - NYSE Branch Manager Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/1/2003
Series 7 - General Securities Representative Examination
BC
Issued 1/24/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 1/24/1983
Series 2 - Non-Member General Securities Examination
BC
Issued 10/21/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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