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DZ

Daniel B. Zech

STALT FINANCIAL
TROY, MI 48098
Some features on this profile are disabled
CRD#: 6719120
DZ

Professional summary

Daniel Brian Zech is a registered financial advisor currently at STALT FINANCIAL, LLC located in Troy, Michigan.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Daniel has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Daniel Brian Zech'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®
None

Experience

Current

March 10, 2026 - Present

STALT FINANCIAL, LLC

Office #1: 5700 Crooks, Suite 212, Troy, MI 48098
RIA
CRD#: 330522
TROY, MI
Past

April 19, 2024 - December 31, 2025

STALT FINANCIAL, LLC

RIA
CRD#: 330522
TROY, MI
Past

November 4, 2022 - April 23, 2024

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
TROY, MI
Past

November 1, 2022 - April 23, 2024

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
TROY, MI
Past

September 9, 2022 - October 24, 2022

STALT FINANCIAL, LLC

RIA
CRD#: 322786
TROY, MI
Past

July 23, 2019 - October 5, 2022

FAI ADVISORS, INC.

RIA
CRD#: 122132
FARMINGTON HILLS, MI
Past

August 15, 2017 - July 15, 2022

ON INVESTMENT MANAGEMENT CO

RIA
CRD#: 105662
AUBURN HILLS, MI
Past

May 8, 2017 - July 15, 2022

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
FARMINGTON HILLS, MI

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
Michigan
(3/10/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/27/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/8/2017
General Securities Representative Examination

Current Firm

SF
STALT FINANCIAL, LLC
STALT FINANCIAL, LLC

CRD#: 330522 / SEC#:

Michigan
Registered Investment Advisory firm - (4/3/2024 Approved)
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Contact information

Main Address
5700 Crooks, Suite 212, Troy, MI 48098
Mailing Address
Phone number
(248) 733-4344
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts83
AUM (Assets Under Management)$ 14,700,000

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.

Company Information

STALT FINANCIAL, LLC

CRD#: 330522Troy, MI 48098

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