Daniel M. Vandusen

OBJECTIVE WEALTH

Phoenix, AZ

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CRD#: 7024439

Professional summary

Daniel Martin Vandusen, CFP®, who also goes by Dan Vandusen, is a registered financial advisor currently at OBJECTIVE WEALTH, LLC located in Phoenix, Arizona.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Daniel has worked at 2 firms and has passed the Series 65 exam.

Biography

We are an independent, fee-only, financial planning firm located in Phoenix, AZ. We understand that financial topics can be intimidating for some so we take a hands on approach to helping you define and achieve your financial goals.

Please reach out for a complimentary conversation about how we could help you achieve your goals.

Comprehensive Financial Plans
Investment Management
Tax Planning & Preparation
Retirement Income & Distribution

Check out our website and schedule a complimentary introduction call - https://objectivewealthfp.com

Question & Answer

What are your service offerings?

Investment Planning

Tax Planning

Retirement Planning

Employee and Employer Plan Ben...

Small Business Planning

Comprehensive Financial Planni...

Retirement Income Management

Social Security Planning

Do you have an area of expertise or specialization?

AUM

Business Owners

Entrepreneurs

Investment Advice with Ongoing...

Retirement Planning & Distribu...

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

Dan Vandusen

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 Martin Vandusen'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^®

Certified Financial Planner

Start date: 2021

Experience

Current

August 23, 2019 - Present

OBJECTIVE WEALTH, LLC

RIA

CRD#: 305321

Phoenix, AZ

Past

November 7, 2018 - August 26, 2019

HARVARD AVENUE INVESTMENT ADVISORY

RIA

CRD#: 291787

SCOTTSDALE, AZ

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

Arizona
(8/23/2019)

IAR

Louisiana
(3/28/2022)

IAR

Texas
(12/3/2021)

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 65

Date: 9/16/2018

Uniform Investment Adviser Law Examination

Current Firm

OBJECTIVE WEALTH, LLC

CRD#: 305321 / SEC#:

Arizona

Registered Investment Advisory firm - (8/23/2019 Approved)

Louisiana

Registered Investment Advisory firm - (3/28/2022 Approved)

Texas

Registered Investment Advisory firm - (12/1/2021 Conditional Restricted)

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Contact information

Main Address

Phoenix, AZ

Mailing Address

Phone number

(480) 270-4442

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	190
AUM (Assets Under Management)	$ 54,011,473

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

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Daniel M. Vandusen

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Martin Vandusen's CRS (Customer Relationship Summary).

Certified licenses

Experience

OBJECTIVE WEALTH, LLC

HARVARD AVENUE INVESTMENT ADVISORY

State Registrations and Notice Filings

Exams

Series 65

Date: 9/16/2018

Current Firm

OBJECTIVE WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OBJECTIVE WEALTH, LLC

TRUST BUT VERIFY

Contact information

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