Daniel Thomas Eisenhauer
Professional Summary
Daniel Thomas Eisenhauer, who also goes by Daniel Eisenhauer, was a registered financial advisor. Daniel was a previously registered financial professional and started their career in finance 2013 - 2015. Daniel had worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel Eisenhauer
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
AARON & ASSOCIATES, LLC | WEALTH MANAGERS, LLC | WARBER WEALTH MANAGEMENT | VIP FINANCIAL | TURSI WEALTH MANAGEMENT | TRIDENT WEALTH PARTNERS | TORIMAX FINANCIAL GROUP, INC. | TITANIUM WEALTH ADVISORS, LLC | THIRD WAVE FINANCIAL | THE INVESTMENT CENTER OF ERIE | THE CUNNINGHAM GROUP | THE BURTON GROUP, LLC | SUMMIT FINANCIAL GROUP | STEVEN MICHAEL FINANCIAL GROUP | SIMON FINANCIAL SERVICES | SALUS FINANCIAL GROUP | RIVERBANK WEALTH MANAGEMENT | REGAL INVESTMENT ADVISORS LLC | REGAL FINANCIAL GROUP LLC | REGAL FINANCIAL GROUP | REGAL FINANCIAL ADVISORS | REGAL FAMILY OFFICE | REGAL CHARITABLE, LLC | PETERSON FINANCIAL STRATEGIES LLC | OWENS FINANCIAL GROUP, LLC | MUSGRAVE FINANCIAL SOLUTIONS | MICHAEL W. MORRISON, C.F.P | MERCADO FINANCIAL GROUP | LIONSHARE | LENSAK FINANCIAL | LEGACIES TODAY | KUHNDILLONUMBAUGH LLC | JONES WEALTH MANAGEMENT | HORIZON ADVISORS | HOLLAR FINANCIAL GROUP | FORTRESS MEGA, LLC | FOREST FINANCIAL PLANNING GROUP, LLC | FLYNN PLANNING GROUP | FISCHER WEALTH MANAGEMENT | EVERGREEN WEALTH MANAGEMENT, LLC | EFG PLANNING | EAGLE WEALTH CONSULTING, LLC | DURAND CAPITAL PARTNERS, LLC | COVENANT WEALTH ADVISORS | CORY THOMPSON & ASSOCIATES | CORNERSTONE WEALTH ASSOCIATES, LLC | COLD CREEK CAPITAL | CLEARVIEW WEALTH MANAGEMENT | CIRRUS RETIREMENT SOLUTIONS | CANBY GROVE CAPITAL | BRICK WEALTH MANAGEMENT | BETTRLIFE FINANCIAL SERVICES | BARRON FINANCIAL GROUP, LLC | BAILLEY GROUP WEALTH MANAGEMENT | BACE FINANCIAL | B&B ADVISOR GROUP | ADAMS & MCREYNOLDS, LLP
Contact Information
Main Address
2687 44th Street Se, Kentwood, MI 49512Phone Number
(616) 224-2204# of Employees
131SEC notice filing (50 States and Territories)
Registered to provide investment advisory services in 50 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
13,473AUM (Assets Under Management)
$2,877,296,720Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/06/2023 | Cover Page | Report |
| 12/06/2023 | Cover Page | Report |
| 12/06/2023 | Cover Page | Report |
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
AARON & ASSOCIATES, LLC | WEALTH MANAGERS, LLC | WARBER WEALTH MANAGEMENT | VIP FINANCIAL | TURSI WEALTH MANAGEMENT | TRIDENT WEALTH PARTNERS | TORIMAX FINANCIAL GROUP, INC. | TITANIUM WEALTH ADVISORS, LLC | THIRD WAVE FINANCIAL | THE INVESTMENT CENTER OF ERIE | THE CUNNINGHAM GROUP | THE BURTON GROUP, LLC | SUMMIT FINANCIAL GROUP | STEVEN MICHAEL FINANCIAL GROUP | SIMON FINANCIAL SERVICES | SALUS FINANCIAL GROUP | RIVERBANK WEALTH MANAGEMENT | REGAL INVESTMENT ADVISORS LLC | REGAL FINANCIAL GROUP LLC | REGAL FINANCIAL GROUP | REGAL FINANCIAL ADVISORS | REGAL FAMILY OFFICE | REGAL CHARITABLE, LLC | PETERSON FINANCIAL STRATEGIES LLC | OWENS FINANCIAL GROUP, LLC | MUSGRAVE FINANCIAL SOLUTIONS | MICHAEL W. MORRISON, C.F.P | MERCADO FINANCIAL GROUP | LIONSHARE | LENSAK FINANCIAL | LEGACIES TODAY | KUHNDILLONUMBAUGH LLC | JONES WEALTH MANAGEMENT | HORIZON ADVISORS | HOLLAR FINANCIAL GROUP | FORTRESS MEGA, LLC | FOREST FINANCIAL PLANNING GROUP, LLC | FLYNN PLANNING GROUP | FISCHER WEALTH MANAGEMENT | EVERGREEN WEALTH MANAGEMENT, LLC | EFG PLANNING | EAGLE WEALTH CONSULTING, LLC | DURAND CAPITAL PARTNERS, LLC | COVENANT WEALTH ADVISORS | CORY THOMPSON & ASSOCIATES | CORNERSTONE WEALTH ASSOCIATES, LLC | COLD CREEK CAPITAL | CLEARVIEW WEALTH MANAGEMENT | CIRRUS RETIREMENT SOLUTIONS | CANBY GROVE CAPITAL | BRICK WEALTH MANAGEMENT | BETTRLIFE FINANCIAL SERVICES | BARRON FINANCIAL GROUP, LLC | BAILLEY GROUP WEALTH MANAGEMENT | BACE FINANCIAL | B&B ADVISOR GROUP | ADAMS & MCREYNOLDS, LLP
State Registrations and Notice Filings
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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)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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