Daniel J. O'toole
Professional summary
Daniel Joseph O'toole, who also goes by Daniel Joseph Otoole, is a registered financial advisor currently at WEALTH MANAGEMENT PARTNERS LLC located in Cedar, Michigan and VETERINARY FINANCIAL GROUP LLC located in Williamston, Michigan.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Daniel has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Joseph O'toole's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 2, 2010 - Present
WEALTH MANAGEMENT PARTNERS LLC
February 17, 2021 - Present
VETERINARY FINANCIAL GROUP LLC
August 31, 2005 - December 21, 2005
NEXT FINANCIAL GROUP, INC.
April 24, 2002 - August 31, 2005
SECURIAN FINANCIAL SERVICES, INC.
October 1, 2001 - August 31, 2005
SECURIAN FINANCIAL SERVICES, INC.
July 6, 1998 - September 28, 2001
CENTENNIAL FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/5/2021)
(7/6/2011)
(7/2/2010)
(7/14/2021)
Exams
Current Firm
WEALTH MANAGEMENT PARTNERS LLC
CRD#: 133467 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 256 |
| AUM (Assets Under Management) | $ 60,000,000 |
Red Flags
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