Daniel R. Sanders

Advisor at Edward Jones — Chickasha, OK W Kansas Ave

Updated today

Credentials

Series 66

Experience

8 years

Location

Chickasha, OK 73018-3668

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Daniel Sanders is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Outside of his advisory role, Sanders owns and operates Promiseland Productions, a multimedia production business specializing in photography, videography, and technology solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Chickasha, OK W Kansas Ave

328 W Kansas Ave

Chickasha OK 73018-3668

Advisors at this office

2

Most active in

Oklahoma · Texas

Work history

8 years of industry experience

Edward Jones

2018 - Present • 8 years

St Louis, MO

Tide Dry Cleaning

2017 - 2018 • 1 year

Oklahoma City, OK

Vertical Learning Curve

2007 - 2016 • 9 years

Oklahoma City, OK

Promiseland Productions

2006 - Present • 20 years

Oklahoma City, OK

Disclosures

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

Business activities & affiliations

Cale W

Series 66

Chickasha, OK

Edward Jones

Cale Walker is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 advisors nationwide.

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
user avatar

Eugene S

Series 63, Series 65

Chickasha, OK

Edward Jones

Eugene Sanders Jr. is a financial advisor with Edward Jones in Chickasha, Oklahoma, holding Series 63 and Series 65 licenses and with 45 years of industry experience. He has been with Edward Jones since 1980. Sanders also serves on the board of directors for the Chickasha Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

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