Daniel P. Kenealy

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CRD#: 6243205

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Patrick Kenealy, CFP®, who also goes by Dan P Kenealy, Daniel Kenealy, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 2013. Daniel had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

Dan assists individuals and families in reaching their financial goals by creating customized and comprehensive financial plans. Prior to joining the firm, Dan was a financial planner at MassMutual Illinois, where he guided clients through all stages of the financial planning process, including cash flow and budgeting, asset allocation, investments and retirement. 

Daniel has a bachelor’s degree in accounting from Illinois State University.

Question & Answer

What are your service offerings?

Insurance Planning

Estate Planning

Employee and Employer Plan Ben...

Investment Planning

Retirement Planning

Comprehensive Financial Planni...

Tax Planning

Are you a "fiduciary"?

Aliases

Dan P Kenealy | Daniel Kenealy

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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^®

CRD#: 10409

DOWNERS GROVE, IL

Past

May 29, 2014 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

DOWNERS GROVE, IL

Past

October 1, 2013 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

DOWNERS GROVE, IL

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".

NECTARINE

NECTARINE | NECTARINE, INC. | NECTARINE FINANCIAL, INC.

CRD#: 327155 / SEC#: 801-128604

RIA

Registered Investment Advisory firm - (8/21/2023 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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: 5/6/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/22/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/1/2013

General Securities Representative Examination

Current Firm

NECTARINE

NECTARINE | NECTARINE, INC. | NECTARINE FINANCIAL, INC.

CRD#: 327155 / SEC#: 801-128604

RIA

Registered Investment Advisory firm - (8/21/2023 Approved)

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Contact information

Main Address

1650 Garnet Avenue #1090, San Diego, CA 92109

Mailing Address

Phone number

(858) 779-0115

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-09-12 NECTARINE FORM ADV PART 2A (9/12/2025)

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Daniel P. Kenealy

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

NECTARINE

FACET

MARINER WEALTH ADVISORS

MARINER WEALTH

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

NECTARINE

State Registrations and Notice Filings

Exams

Series 66

Date: 5/6/2014

SIE

Date: 12/22/2017

Series 7

Date: 10/1/2013

Current Firm

NECTARINE

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

NECTARINE

TRUST BUT VERIFY

Contact information

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