Daniel Patrick Kenealy
CFP®Professional Summary
Daniel Patrick Kenealy, CFP®, who also goes by Dan P Kenealy, Daniel Kenealy, was a registered financial advisor. Daniel was a previously registered financial professional and started their career in finance 2013 - 2026. Daniel had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
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.
Other Aliases
Dan P Kenealy, Daniel Kenealy
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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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Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
NECTARINE | NECTARINE, INC. | NECTARINE FINANCIAL, INC.
Contact Information
Main Address
1650 Garnet Avenue #1090, San Diego, CA 92109Phone Number
(858) 779-0115# of Employees
29SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
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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.
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Primary Firm SEC Registration
NECTARINE | NECTARINE, INC. | NECTARINE FINANCIAL, INC.
State Registrations and Notice Filings
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
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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