Daniel Bert O'mealey
CFP®Professional Summary
Daniel Bert O'mealey, CFP®, who also goes by Dan O'mealey, Daniel Bert Omealey, is a registered financial advisor currently at DB & C ADVISORS, LLC located in Holland, Michigan. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Daniel has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dan O'mealey, Daniel Bert Omealey
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
DB & C ADVISORS, LLC | DB&C ADVISORS, LLC
Contact Information
Main Address
355 Settlers Road Suite 310, Holland, MI 49423Phone Number
(616) 355-3455# of Employees
11SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
342AUM (Assets Under Management)
$252,161,280Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
DB & C ADVISORS, LLC | DB&C ADVISORS, LLC
State Registrations and Notice Filings
(4/14/2011)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Bert O'mealey's CRS (Customer Relationship Summary).
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