Daniel Cronin (CRD# 6883364) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Kailua, HI and has over 5 years of experience in the finance industry.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creativeone Wealth | Overland Park, KS | Jun 2023 - Current | < 1 |
| Lifestyle Wealth Management, LLC | Honolulu, HI | Jan 2021 - Current | 3 |
| Decorative Hardscapes LLC | Beaverton, OR | Oct 2014 - Jan 2024 | 9 |
| Corecap Advisors | Southfield, MI | Feb 2021 - Jun 2023 | 2 |
| Financial Advocates Investment Management | Portland, OR | Jan 2019 - Dec 2020 | 1 |
| Lpl Financial, LLC | Portland, OR | Jan 2018 - Dec 2020 | 2 |
| Financial Advocates Investment Management | Tigard, OR | Jan 2018 - Jan 2019 | 1 |
| Adc Hardscapes | Oklahoma City, OK | Feb 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- HI
- TX
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Total Assets Under Management3,430MILLIONS
-
Total Number of Accounts21,910ACCOUNTS
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Average Account Value$156,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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