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2 advisors near 58425
Out of 400,000+ nationwide
Daniel T
Series 63
Cooperston, ND
Commonwealth Financial Network
Daniel Taylor is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 33 years of industry experience. He previously worked at Investment Centers of America for 10 years and has been affiliated with Bank Forward since 1992. Outside of his advisory role, Taylor is a 25% owner and treasurer of Valley Auto Body & Storage. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, compliance, and practice management. The firm offers multiple program structures and discretionary model portfolios managed by its Investment Management and Research team.
Bradley D
Series 63, Series 66
Cooperstown, ND
OSAIC
Bradley Dewald is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at American Portfolios Financial Services Inc., LPL Financial, Investment Centers of America, and Citizen State Bank. Outside of his advisory role, Dewald serves on the board of the Cooperstown Medical Center Foundation and coaches junior high and JV football. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individuals, pension plans, corporations, and nonprofits. The firm employs a technology-driven investment approach combining risk tolerance assessments with portfolio optimization tools, supporting thousands of advisors and managing approximately $200 billion in assets.
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2 advisors near 58425
Out of 400,000+ nationwide