Daniel Harris Roseth
Professional Summary
Daniel Harris Roseth is a registered financial advisor currently at CS PLANNING CORP located in Riverwood, Illinois. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Daniel has worked at 2 firms 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
There are no additional aliases reported.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
THE DALA GROUP, LLC
ONEAMERICA SECURITIES, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
THE DALA GROUP, LLC
ONEAMERICA SECURITIES, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
THE DALA GROUP, LLC
ONEAMERICA SECURITIES, INC.
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.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
THE DALA GROUP, LLC
ONEAMERICA SECURITIES, INC.
Years of Experience
4 years in the financial services industry
Current & Past Employments
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
THE DALA GROUP, LLC
ONEAMERICA SECURITIES, INC.
Current Firm
AMY T. SHARP, CFP, LLC | WELLER CAPITAL | WEALTH EVOLUTION GROUP | WEALTH & INCOME SOLUTIONS | W. O. STONE ADVISORS | VERTICAL ASCENT WEALTH MANAGEMENT | VALOR WEALTH PARTNERS | TRUE NORTH WEALTH ADVISORS | THIGPEN GROUP WEALTH ADVISORS | THE COLLINGWOOD GROUP | THAYER & CO. TOTAL WEALTH MANAGEMENT | TECHNICAL MNGT GP | TAO PRIVATE WEALTH | TANDEM ASSET MANAGEMENT | SYNERGY FINANCIAL | STRATEGIC FINANCIAL CONSULTANTS, INC. | SOCIETYHAG ADVISORS | SILVERLIGHT ASSET MANAGEMENT | SEVEN SUMMITS CAPITAL | SELTUN FINANCIAL GROUP | SAGACE WEALTH MANAGEMENT | RICHARDSON WEALTH MANAGEMENT | RENEE REKSC & ASSOCIATES | REDSTONE CAPITAL MANAGEMENT | PRESTIGE WORLDWIDE WEALTH PARTNERS, INC. | PRESTIGE WEALTH MANAGEMENT | PACIFIC NORTHWEST ADVISORY | OLYMPUS WEALTH MANAGEMENT | OAK & VINE WEALTH MANAGEMENT | NOBLE PRIVATE WEALTH | NINE PINES VENTURES | MORIN PRIVATE CLIENT GROUP | MJC PARTNERS | MILESTONE PRIVATE WEALTH MANAGEMENT | MERIDIAN WEALTH ALLIANCE | MEMBERS' WEALTH | MCDANIEL REGISTER ADVISORS | MCDANIEL & REGISTER | MAVERICK WEALTH SOLUTIONS LLC | MATTHEW FEVOLA WEALTH MANAGEMENT | LENOIR AND ASSOCIATES | KBR RETIREMENT AND INVESTMENT SOLUTIONS | KBA WEALTH MANAGEMENT GROUP | ILLUMINE WEALTH MANAGEMENT | ILLUMINE INVESTMENT MANAGEMENT | GUIDEPOINT PRIVATE WEALTH MANAGEMENT | FOUR POINTS WEALTH MANAGEMENT | FINANCIAL ALTERNATIVES | EVERGREEN WEALTH | CULTIVANT | CS PLANNING CORP | COVATO CAPITAL MANAGEMENT | COUGLAR WEALTH MANAGEMENT | CONSCIOUS CAPITAL ADVISORS | COMMON SENSE PORTFOLIOS | COLLINGWOOD WEALTH MANAGEMENT | CHINESE ABRAHAM INVESTMENT ADVISORS | CHANDLER WEALTH MANAGEMENT | CARAVELA | CAELESTIBUS WEALTH MANAGEMENT | BRANNING WEALTH MANAGEMENT | BRANDENBURG FINANCIAL SERVICES | BLUEWATER CAPITAL
Contact Information
Main Address
3395 Sw Garden View Ave, Portland, OR 97225Phone Number
(503) 292-5853# of Employees
60SEC notice filing (35 States and Territories)
Registered to provide investment advisory services in 35 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
9,340AUM (Assets Under Management)
$1,960,873,373Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
THE DALA GROUP, LLC
ONEAMERICA SECURITIES, INC.
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.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
THE DALA GROUP, LLC
ONEAMERICA SECURITIES, INC.
Primary Firm SEC Registration
AMY T. SHARP, CFP, LLC | WELLER CAPITAL | WEALTH EVOLUTION GROUP | WEALTH & INCOME SOLUTIONS | W. O. STONE ADVISORS | VERTICAL ASCENT WEALTH MANAGEMENT | VALOR WEALTH PARTNERS | TRUE NORTH WEALTH ADVISORS | THIGPEN GROUP WEALTH ADVISORS | THE COLLINGWOOD GROUP | THAYER & CO. TOTAL WEALTH MANAGEMENT | TECHNICAL MNGT GP | TAO PRIVATE WEALTH | TANDEM ASSET MANAGEMENT | SYNERGY FINANCIAL | STRATEGIC FINANCIAL CONSULTANTS, INC. | SOCIETYHAG ADVISORS | SILVERLIGHT ASSET MANAGEMENT | SEVEN SUMMITS CAPITAL | SELTUN FINANCIAL GROUP | SAGACE WEALTH MANAGEMENT | RICHARDSON WEALTH MANAGEMENT | RENEE REKSC & ASSOCIATES | REDSTONE CAPITAL MANAGEMENT | PRESTIGE WORLDWIDE WEALTH PARTNERS, INC. | PRESTIGE WEALTH MANAGEMENT | PACIFIC NORTHWEST ADVISORY | OLYMPUS WEALTH MANAGEMENT | OAK & VINE WEALTH MANAGEMENT | NOBLE PRIVATE WEALTH | NINE PINES VENTURES | MORIN PRIVATE CLIENT GROUP | MJC PARTNERS | MILESTONE PRIVATE WEALTH MANAGEMENT | MERIDIAN WEALTH ALLIANCE | MEMBERS' WEALTH | MCDANIEL REGISTER ADVISORS | MCDANIEL & REGISTER | MAVERICK WEALTH SOLUTIONS LLC | MATTHEW FEVOLA WEALTH MANAGEMENT | LENOIR AND ASSOCIATES | KBR RETIREMENT AND INVESTMENT SOLUTIONS | KBA WEALTH MANAGEMENT GROUP | ILLUMINE WEALTH MANAGEMENT | ILLUMINE INVESTMENT MANAGEMENT | GUIDEPOINT PRIVATE WEALTH MANAGEMENT | FOUR POINTS WEALTH MANAGEMENT | FINANCIAL ALTERNATIVES | EVERGREEN WEALTH | CULTIVANT | CS PLANNING CORP | COVATO CAPITAL MANAGEMENT | COUGLAR WEALTH MANAGEMENT | CONSCIOUS CAPITAL ADVISORS | COMMON SENSE PORTFOLIOS | COLLINGWOOD WEALTH MANAGEMENT | CHINESE ABRAHAM INVESTMENT ADVISORS | CHANDLER WEALTH MANAGEMENT | CARAVELA | CAELESTIBUS WEALTH MANAGEMENT | BRANNING WEALTH MANAGEMENT | BRANDENBURG FINANCIAL SERVICES | BLUEWATER CAPITAL
State Registrations and Notice Filings
(1/31/2025)
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.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
THE DALA GROUP, LLC
ONEAMERICA SECURITIES, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Harris Roseth's CRS (Customer Relationship Summary).
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
THE DALA GROUP, LLC
ONEAMERICA SECURITIES, INC.
