Daniel M. Doyle

OAK PARK WEALTH MANAGEMENT LLC

Lakewood, OH

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CRD#: 5069615

Professional summary

Daniel Michael Doyle, CFP®, CIMA®, who also goes by Daniel M Doyle, Daniel Michael Doyle II, is a registered financial advisor currently at OAK PARK WEALTH MANAGEMENT LLC located in Lakewood, Ohio.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Daniel has worked at 9 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel M Doyle | Daniel Michael Doyle Ii

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.

LICENSED INSURANCE INDIVIDUAL, SELLS INSURANCE PRODUCTS, 1-10 HRS/MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Michael Doyle'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®

CFP^®

Certified Financial Planner

Start date: 2013

CIMA^®

Certified Investment Management Analyst

Experience

Current

April 23, 2015 - Present

OAK PARK WEALTH MANAGEMENT LLC

RIA

CRD#: 195511

Lakewood, OH

Past

September 4, 2013 - November 5, 2014

ROBBINS WEALTH MANAGEMENT

RIA

CRD#: 106088

ERIE, PA

Past

April 30, 2012 - September 13, 2013

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WESTLAKE, OH

Past

April 27, 2012 - September 13, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, OH

Past

January 27, 2009 - April 19, 2012

TD AMERITRADE, INC.

RIA

CRD#: 7870

BEACHWOOD, OH

Past

January 27, 2009 - April 19, 2012

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

BEACHWOOD, OH

Past

January 27, 2009 - April 19, 2012

TD AMERITRADE, INC.

CRD#: 7870

BEACHWOOD, OH

Past

August 29, 2008 - January 20, 2009

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

CLEVELAND HTS., OH

Past

November 8, 2007 - January 20, 2009

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CLEVELAND HTS., OH

Past

December 11, 2006 - September 24, 2007

NATCITY INVESTMENTS, INC.

CRD#: 17490

LYNDHURST, OH

Past

December 16, 2005 - November 8, 2006

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

ORLAND PARK, IL

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

Ohio
(4/23/2015)

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 66

Date: 8/28/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/22/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/9/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/15/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

OAK PARK WEALTH MANAGEMENT LLC

CRD#: 195511 / SEC#:

Ohio

Registered Investment Advisory firm - (4/22/2015 Approved)

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Contact information

Main Address

Lakewood, OH

Mailing Address

25935 Detroit Rd. #103, Westlake, OH 44145

Phone number

(440) 305-0410

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	71
AUM (Assets Under Management)	$ 36,820,327

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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Firm Stability Insights

Daniel M. Doyle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Michael Doyle's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROBBINS WEALTH MANAGEMENT

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

NATCITY INVESTMENTS, INC.

CHASE INVESTMENT SERVICES CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/28/2008

Series 63

Date: 12/22/2005

Series 7

Date: 6/9/2008

Series 6

Date: 12/15/2005

Current Firm

OAK PARK WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OAK PARK WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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