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Daniel Joseph Emmendorfer

Osaic Wealth, Inc.

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About Daniel Joseph Emmendorfer

Daniel Emmendorfer is a financial advisor with over 35 years of experience in the financial services industry. Daniel is currently registered with Osaic Wealth, Inc. and is also registered with the state of Michigan. Daniel has a wide range of experience in the financial services industry, including experience with Securities America, Inc., Brecek & Young Advisors, Inc., Donahue Securities, Inc., Fortis Investors, Inc., Nationwide Investment Services Corporation, and American Express Financial Advisors Inc. Daniel holds Series 63, Series 66, Series 7 and SIE licenses.

Firm Information

Daniel Emmendorfer is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Emmendorfer’s Registration & Firm History

MI

06/14/2024 - Present

Osaic Wealth, Inc. (MARQUETTE MI)

MI

01/23/2009 - 06/14/2024

SECURITIES AMERICA, INC. (MARQUETTE MI)

MI

03/14/2001 - 01/23/2009

BRECEK & YOUNG ADVISORS, INC. (MARQUETTE MI)

OH

05/25/2000 - 03/06/2001

DONAHUE SECURITIES, INC. (CINCINNATI OH)

MN

05/09/2000 - 06/14/2000

FORTIS INVESTORS, INC. (OAKDALE MN)

OH

06/28/1993 - 03/31/2000

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

MN

02/05/1991 - 06/19/1996

FORTIS INVESTORS, INC. (OAKDALE MN)

MN

10/22/1986 - 01/22/1991

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 05/10/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/21/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Joseph Emmendorfer.
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