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Daniel Wayne Chapman

Retirement Resources, LLC

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About Daniel Wayne Chapman

Daniel Wayne Chapman is an Investment Advisor Representative at Retirement Resources, LLC. Daniel has been in the industry since July 2011. Daniel is registered in Michigan. Daniel has a Series 65 license. Daniel is a licensed Investment Advisor Representative in Michigan. Daniel's firm specializes in providing financial planning, educational seminars and publication of periodicals. Daniel's firm manages assets for individuals and other investors. Retirement Resources, LLC manages over $142 million in assets.

Firm Information

Daniel Chapman is currently registered with Retirement Resources, LLC. Retirement Resources, LLC is a registered investment advisor based in Auburn Hills, MI. The firm provides financial planning, educational seminars, portfolio management for individuals, selection of other advisors, and publication of periodicals. Retirement Resources, LLC manages approximately $142,946,166 in regulatory assets under management for 1,008 accounts. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth individuals.
Retirement Resources, LLC

1625 N OPDYKE RD

AUBURN HILLS, MI 48326

$142.95M

Assets Under Management

Not reported

Total Clients

3

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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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 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 Chapman’s Registration & Firm History

MI

01/08/2024 - Present

Retirement Resources, LLC (AUBURN HILLS MI)

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Licenses & Designations

IA

Issued 05/04/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Wayne Chapman.
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