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Daniel Kennedy

Advisor at Cetera

Updated today

Location

Huntington, IN

Credentials

CFP®, ChFC®, Series 63

Industry experience

39 years

About

Daniel Kennedy is a CFP® and ChFC® with 39 years of industry experience. He has been affiliated with Cetera and its related entities since 2013 and operates Kennedy Wealth Management, a financial services DBA. Outside of his advisory work, he manages a farm and serves as a trustee on the board of Clear Creek Church. Cetera Investment Advisers LLC serves a diverse client base, including individuals, corporations, retirement plans, and institutions, offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers and managed account programs. The firm operates through a broad network of independent advisors and provides multiple investment platforms and model portfolios.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

Huntington, IN

Most active in

Indiana · Texas

Work history

Cetera

2024 - Present (2 years)

Cetera Advisors LLC

2013 - Present (13 years)

Kennedy Wealth Management

2004 - Present (22 years)

Disclosures

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

Business activities & affiliations

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Series 63, Series 65

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Series 63, Series 65

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Scott A

Series 66

Huntington, IN

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Adam H

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Huntington, IN

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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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