Albert M. Daniels

COHO ADVISORY SERVICES

Anchorage, AK 99503

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CRD#: 4066805

Professional summary

Albert Michael Daniels, who also goes by Michael Danie, A M Daniels, A Michael Daniels Jr., A Michael Daniels, A. Daniels, Albert M. Daniels Jr., Albert Daniels Jr., Albert Daniels, Albert Michael Daniels Jr., Michae A. Daniels Jr., Michael A. Daniels, Michael Daniels, Michael Albert Daniels Jr., Mike Daniels Jr., Mike Daniels, Daniels A. Michael, is a registered financial advisor currently at COHO ADVISORY SERVICES, LLC located in Anchorage, Alaska.

Albert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Albert has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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.

* COHO FINANCIAL GROUP LLC; SAME AS BRANCH; INV REL; INSURANCE/ANNUITY SALES; GENERAL AGENT; START DATE=02/01/2017; HRS/MO=130; TRADING HRS/MO=80 * Allyfe Pregnancy Clinics (TM); non inv rel; 701 W Charleston Blvd, Las Vegas, NV 89102; Non-profit women's resource centers; Founder/Advisor; start date=02/2023; hrs/mo=2; trading hrs/mo=2; serve on committee meetings to set up centers

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albert Michael Daniels's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 20, 2023 - Present

COHO ADVISORY SERVICES, LLC

Office #1: 3150 C Street Suite 240, Anchorage, AK 99503

RIA

CRD#: 325710

Anchorage, AK

Past

November 1, 2021 - June 27, 2023

AMERITAS ADVISORY SERVICES, LLC

RIA

CRD#: 317245

ANCHORAGE, AK

Past

April 14, 2020 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

Anchorage, AK

Past

March 31, 2020 - June 27, 2023

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

Anchorage, AK

Past

July 1, 2019 - April 3, 2020

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

ANCHORAGE, AK

Past

July 1, 2019 - April 3, 2020

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

ANCHORAGE, AK

Past

April 21, 2017 - July 1, 2019

ON INVESTMENT MANAGEMENT CO

RIA

CRD#: 105662

Anchorage, AK

Past

April 3, 2017 - July 1, 2019

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

ANCHORAGE, AK

Past

February 19, 2003 - July 27, 2007

COUNTRY TRUST BANK

RIA

CRD#: 109487

ANCHORAGE, AK

Past

January 28, 2000 - February 9, 2017

COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

ANCHORAGE, AK

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alaska
(6/20/2023)

IAR

California
(12/4/2024)

IAR

Colorado
(11/15/2024)

IAR

Nevada
(10/6/2023)

IAR

Oregon
(2/7/2025)

IAR

Texas
(9/26/2023)

IAR

Washington
(8/2/2024)

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

State Security Law Exam

IAR

Series 65

Date: 2/17/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/28/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/27/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 6/4/2001

Investment Company Products/Variable Contracts Principal Examination

Current Firm

COHO ADVISORY SERVICES, LLC

COHO ADVISORY SERVICES, LLC | FINANCIAL OUTFITTERS GROUP

CRD#: 325710 / SEC#:

Alaska

Registered Investment Advisory firm - (5/3/2023 Approved)

California

Registered Investment Advisory firm - (12/4/2024 Approved)

Colorado

Registered Investment Advisory firm - (11/15/2024 Approved)

Idaho

Registered Investment Advisory firm - (3/15/2024 Approved)

Nevada

Registered Investment Advisory firm - (10/3/2023 Approved)

Oregon

Registered Investment Advisory firm - (2/4/2025 Approved)

Texas

Registered Investment Advisory firm - (9/26/2023 Approved)

Washington

Registered Investment Advisory firm - (5/10/2024 Approved)

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Contact information

Main Address

3150 C Street Suite 240, Anchorage, AK 99503

Mailing Address

Phone number

(907) 333-2646

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	232
AUM (Assets Under Management)	$ 36,593,947

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Albert M. Daniels

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albert Michael Daniels's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS ADVISORY SERVICES, LLC

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

ON INVESTMENT MANAGEMENT CO

THE O.N. EQUITY SALES COMPANY

COUNTRY TRUST BANK

COUNTRY CAPITAL MANAGEMENT COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 2/17/2003

Series 63

Date: 1/28/2000

SIE

Date: 10/1/2018

Series 6

Date: 1/27/2000

Series 26

Date: 6/4/2001

Current Firm

COHO ADVISORY SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COHO ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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