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Daniel K
Series 66
Ocean City, NJ
OSAIC
Daniel Koch is a financial advisor with OSAIC, holding the Series 66 designation and bringing 17 years of industry experience. He previously worked for Wells Fargo Advisors for 12 years before joining OSAIC in 2024. Outside of his advisory role, he serves as an ambassador for Gift of Life, speaking at hospitals and schools on organ transplant and donation. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across a range of investment types, managed on either a discretionary or non-discretionary basis.
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