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Daniel Allen Dague

Advisor at Exodus Wealth, LLC — Alliance, OH

Updated today

Credentials

Series 63, Series 66

Experience

31 years

Location

Alliance, OH 44601

Exodus Wealth, LLC logo

Exodus Wealth, LLC

Multi-team

Total advisors

55

Across 47 offices

Clients per advisor

40 Low

Avg AUM per client

$213,802 Very Low

HNW client ratio

3% Very Low

About

Daniel Dague is a financial advisor with Prosperity Wealth Management, Inc. in Alliance, Ohio, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has worked at Prosperity Wealth Management since 2019 and has been involved with Fortune Financial Services and Buckeye Tax Service for over a decade. Dague is an enrolled agent with the IRS and part owner of Buckeye Tax and Financial Service, where he prepares taxes and conducts commission-based insurance sales, including fixed annuities and Medicare supplemental and advantage plans. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million for about 1,600 clients, focusing on tailored portfolio supervision with quarterly reviews and a diversified investment approach that includes oversight of third-party money managers.

Client services

Based on Exodus Wealth, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Exodus Wealth, LLC

Options & derivatives strategies Charitable giving & philanthropy

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Fee options

Fixed

Up to $10,000 for financial planning and consulting services

Percentage

$0 - $500,000: 2.00% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.35% $1,000,000+: 1.20%

Project-based

$250 per hour

Location

See office

Alliance, OH

333 E State Street

Alliance OH 44601

Advisors at this office

1

Most active in

Ohio

Work history

31 years of industry experience

Prosperity Wealth Management Inc.

2019 - Present • 7 years

San Ramon, CA

Fortune Financial Services, Inc.

2015 - Present • 11 years

Monaca, PA

Buckeye Tax Service

2004 - Present • 22 years

Alliance, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Matt G

CFP®

Salem, OH

Unrivaled Wealth Management

Welcome! I'm Matt Garasic, founder of Unrivaled Wealth Management. I specialize in working with executives and key employees across the United States. Business executives and other professionals start working with me when: • They don't have the time and/or desire to properly manage their finances. • They're experiencing a significant life event and need help navigating the financial ramifications. • They crave the freedom to work on their terms as quickly as possible so they can spend more time on what’s important to them. I relieve my clients' stress and help uncover new opportunities by synchronizing everything related to their financial lives, including cash flow, tax, investment, estate, and insurance planning. Clients enjoy working with me because my approach is drastically different from what they’ve experienced or heard about financial advisors. • I avoid financial jargon and explain topics in plain English. • I want you to understand every recommendation before it's implemented. • You’ll always speak directly to me and receive personalized answers to your questions. • You never have to wonder if my recommendations are incentivized by a commission or ulterior motive. • I focus on helping you enjoy your money while you’re alive instead of competing for the highest net worth in the graveyard. Book an introductory meeting and let's see if it makes sense to work together!

Equity Recipients (RS/RSU, SOP, ESPP) Technology Professional Executive Gen Y/Millennials (Born 1980-1995)
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Jeffrey Z

CFP®, Series 63

Salem, OH

Zimmerman Capital Management

Jeffrey Zimmerman is a CFP® with 18 years of industry experience and has been the sole advisor at Zimmerman Capital Management since 1991. The firm is based in Salem, OH, and operates as an independent advisory practice. Zimmerman Capital Management provides personalized financial planning and discretionary investment management to individual clients, high-net-worth households, trusts and estates, and non-profit and institutional sponsors. The firm employs a strategic asset allocation approach using broadly diversified, low-cost mutual funds and ETFs, serving a mix of individual and institutional clients including charitable organizations and pension plans.

General retirement planning General tax planning Wealth management Passive / index investing
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Daniel B

Series 66

Canton, OH

Belden Financial, LLC

Daniel Belden is a financial advisor at Belden Financial, LLC in Canton, OH, holding a Series 66 designation with 19 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before founding Belden Financial in 2017. Belden Financial is an independent firm that provides discretionary portfolio management to individuals, high-net-worth clients, and investment companies, managing approximately $22 million across about 39 accounts. The firm uses a combination of fundamental, quantitative, modern portfolio theory, and technical analysis, with asset allocation spanning mutual funds, ETFs, equities, fixed income, and commodities, and incorporates options strategies aligned with client objectives.

Options & derivatives strategies Passive / index investing
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Glen S

Series 63, Series 66

Canton, OH

Strong Investment Management, LLC

Glen Strong is a financial advisor at Strong Investment Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Strong Investment Management since 2017. Prior to this, he was associated with Integrity Investments & Planning, LLC and Next Financial Group, Inc. Outside of his advisory role, Glen is an independent insurance agent specializing in fixed annuities, life and health, long-term care, and disability insurance. Strong Investment Management provides discretionary and non-discretionary portfolio management and financial planning to individual investors, businesses, and charitable organizations. The firm uses fundamental analysis and written investment policy statements to guide investment decisions and directs custody and trade execution through Charles Schwab Institutional.

Mid-Career Professionals
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Michael G

Series 65

Canton, OH

George Financial Services

Michael George is a financial advisor at George Financial Services in Canton, OH, holding a Series 65 designation with four years of industry experience. Prior to joining George Financial Services, he spent time at Parkland Securities and Access Financial Group. Outside of finance, he operates Headtrauma Entertainment, a DJ service, and owns a plant sales business called Growing for Good LTD. George Financial Services provides investment advisory and financial planning services to individual clients, including high-net-worth individuals, as well as pension and employee benefit plans. The firm employs a core-satellite investment approach incorporating mutual funds, ETFs, fixed income, equities, commodities, options strategies, and digital asset consulting.

Options & derivatives strategies Passive / index investing
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Kaleel G

Canton, OH

George Financial Services

Kaleel George is a financial advisor with George Financial Services in Canton, Ohio, holding 31 years of industry experience. He has worked at firms including Parkland Securities and Access Financial Group, where he also owns an insurance agency focused on life, health, and fixed annuities. At Ohio CU Financial Services, he serves as a sales manager responsible for insurance sales and agent training. George Financial Services advises individual investors and pension or employee benefit plans, providing portfolio management, financial planning, pension consulting, and digital-asset consulting. The firm employs a core–satellite investment strategy and manages approximately $16.2 million in assets across about 135 client relationships.

Options & derivatives strategies Passive / index investing
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