McDaniel Financial
Financial Services
6969 Fern Loop
8 employees
- Employees
- 8
- Contacts
- 3
- Emails
- 3
- Phones
- 1
McDaniel Financial Overview
- Headquarters
- 6969 Fern Loop
- Website
- mcdanielfinancial.net
- Industry
- Financial Services
- Employees
- 8
- Founded
- 1987
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About McDaniel Financial
McDaniel Financial is a full service financial concierge firm. We focus on intentional retirement planning as well as inheritance and spousal legacy. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business McDaniel Financial. McDaniel Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by McDaniel Financial are not subject to Investment Advisor requirements. 1933483-8/23
McDaniel Financial Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 1
- 33.3% coverage
McDaniel Financial Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Cathy Mitchell | Representative at Mutual of Omaha | Concord, California, United States |
Email
Phone
|
| Shane Kinner | Insurance Broker at Mcdaniel Financial | Richmond, Virginia, United States |
Email
|
| Jt Mcdaniel | Owner - Financial Advisor at Mcdaniel | Shreveport, Louisiana, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 0 |