Daniel M. Machnik
CETERA INVESTMENT ADVISERS LLC
JACKSON, MI 49201
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CRD#: 5135108
Professional summary
Daniel M Machnik, CFP®, who also goes by Machnik M Daniel, Dan Matt Machnik, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Jackson, Michigan and CETERA WEALTH SERVICES, LLC located in Jackson, Michigan.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Daniel has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Machnik M Daniel | Dan Matt Machnik
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.
1) 400 Jackson St. Properties, LLC~'NIR'~400 S. Jackson St~Jackson~MI~49201~Rental Property~Owner~7/1/2008~1hrs~0hrs~Not applicable. There are no associated activities with a property LLC. 2) W2M Real Estate, LLC~'NIR'~400 S. Jackson St.~Jackson~MI~49201~Rental Property~Other~10/26/2018~10hrs~8hrs~I am a member/owner of the LLC. I have operational oversight. I spend most of my time negotiating lease agreements, collecting rent payments and maintaining the facility and property. 3) Phil and Pat Willis Foundation~'NIR'~4100 Spring Arbor Rd~Jackson~MI~49201~Board Position/Officer~Other~3/1/2014~2hrs~2hrs~Oversight, governance, policy 4) Willis & Machnik Financial Services, LLC~'NIR'~400 S. Jackson St.~Jackson~MI~49201~Other~Owner~1/2/2007~120hrs~100hrs~OWN AND MANAGE THE BUSINESS.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel M Machnik'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®
Start date: 2019
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 400 S Jackson St, Jackson, MI 49201Office #2: 5830 Venture Park Dr., Kalamazoo, MI 49009RIA
CRD#: 105644
JACKSON, MI
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 408 W Michigan Ave, Jackson, MI 49201Office #2: 5830 Venture Park Dr, Kalamazoo, MI 49009BD
CRD#: 13572
Jackson, MI
Past
September 2, 2010 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
JACKSON, MI
Past
July 17, 2006 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Jackson, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/18/2025)
RR
Arizona(9/5/2025)
RR
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/18/2025)
RR
Illinois(9/5/2025)
RR
Indiana(9/5/2025)
RR
Kansas(9/18/2025)
RR
Massachusetts(9/18/2025)
RR
Michigan(9/5/2025)
IAR
Michigan(9/5/2025)
RR
New Mexico(9/5/2025)
RR
New York(9/18/2025)
RR
North Carolina(9/5/2025)
RR
Ohio(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
South Carolina(10/9/2025)
RR
Tennessee(9/18/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Virginia(9/5/2025)
RR
West Virginia(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
