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Kenneth Michael McDaniel

Dinuzzo Private Wealth, Inc.

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About Kenneth Michael McDaniel

Kenneth McDaniel is a registered Investment Advisor Representative with Dinuzzo Private Wealth, Inc. Kenneth has a Series 65 license and is active in Pennsylvania. Kenneth works in the Beaver, PA office of Dinuzzo Private Wealth, Inc. Kenneth has been in the financial services industry since May 2011. In addition to his work with Dinuzzo Private Wealth, Inc. Kenneth is the owner of McDaniel Tax Company where he provides tax preparation and planning services.

Firm Information

Kenneth McDaniel is currently registered with Dinuzzo Private Wealth, Inc.. Dinuzzo Private Wealth, Inc. is an investment advisor registered with the SEC and located in Beaver, PA. The firm manages $946,475,627 in total assets, with $946,475,627 under discretionary management. They provide financial planning, pension consulting, and portfolio management services to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Dinuzzo Private Wealth, Inc.

1501 3RD ST.

BEAVER, PA 15009

$946.48M

Assets Under Management

Not reported

Total Clients

7

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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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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percentage of assets

A percentage of the total value of assets under management is charged.

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Kenneth McDaniel’s Registration & Firm History

PA

02/17/2020 - Present

Dinuzzo Private Wealth, Inc. (BEAVER PA)

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Licenses & Designations

IA

Issued 02/15/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Michael McDaniel.
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