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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 Wohlenhaus is a financial advisor with Osaic Wealth, Inc. Daniel has been in the financial services industry since 2008 and is licensed in multiple states. Osaic Wealth, Inc. is a registered investment advisor that provides financial planning, portfolio management, and other services to individuals, businesses, and institutions. The firm has a strong track record of success and a commitment to providing its clients with personalized, comprehensive financial advice.
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.
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KS
12/02/2021 - Present
Osaic Wealth, Inc. (OVERLAND PARK KS)
KS
11/02/2018 - 12/23/2019
ROYAL ALLIANCE ASSOCIATES, INC. (OVERLAND PARK KS)
KS
03/09/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (OVERLAND PARK KS)
KS
06/16/2014 - 02/10/2015
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OVERLAND PARK KS)
KS
10/11/2006 - 05/07/2014
SIGNATOR INVESTORS, INC. (OVERLAND PARK KS)
IA
Issued 12/11/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2019
Series 24 - General Securities Principal Examination
BC
Issued 08/11/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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