Unclaimed
Daniel Warnke is a financial advisor registered with Osaic Advisory Services, LLC. Daniel is a licensed financial professional and holds multiple securities licenses. His experience in the financial services industry dates back to 1991 and he has worked with a variety of financial firms over the years including Securities America, Inc., Summit Brokerage Services, Inc., and VSR Financial Services, Inc. Daniel currently resides in Wichita, Kansas and is a registered investment advisor representative for both Kansas and Texas.
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
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
KS
10/08/2018 - 06/14/2024
SECURITIES AMERICA, INC. (WICHITA KS)
KS
09/01/2016 - 10/15/2018
SUMMIT BROKERAGE SERVICES, INC. (WICHITA KS)
KS
12/01/2006 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (WICHITA KS)
KS
09/10/1993 - 12/06/2006
THRIVENT INVESTMENT MANAGEMENT INC. (WICHITA KS)
MN
04/04/1991 - 08/14/1992
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 06/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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