AeroLeads people directory · profile
Daniel J. Peffley, Cfs, Cltc Email & Phone Number
Financial Planner
at
Premier Wealth Management
1 work email found
@cass.net
6 phones found area 419 and 734
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Premier Wealth Management
Role
Financial Planner
Location
Maumee, Ohio, United States
Who is Daniel J. Peffley, Cfs, Cltc? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Daniel J. Peffley, Cfs, Cltc is listed as Financial Planner at Premier Wealth Management, based in Maumee, Ohio, United States. AeroLeads shows a work email signal at cass.net, phone signal with area code 419, 734, and a matched LinkedIn profile for Daniel J. Peffley, Cfs, Cltc.
Daniel J. Peffley, Cfs, Cltc previously worked as Financial Professional at Premier Wealth Management. Daniel J. Peffley, Cfs, Cltc holds Clu, Chfc from The American College Of Financial Services.
Company email context
Email format at Premier Wealth Management
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*@cass.net
68% confidence
AeroLeads found 1 current-domain work email signal for Daniel J. Peffley, Cfs, Cltc. Compare company email patterns before reaching out.
Profile bio
About Daniel J. Peffley, Cfs, Cltc
I offer total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust servicesI am licensed to sell insurance in OH, CO, FL, IL, IN, MI, NC, OR, SC, WA, and VT and securities in: CA, CO, FL, IL, IN, KY, MI, OH, OR, PA, SC, TX, and VT. I am a registered representative, I offer securities and investment advisory services, approved to conduct fee-based financial planning, and investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 7150 W. Central Ave. STE 100, Toledo, OH 43617. 419-893-9759
Current workplace
Daniel J. Peffley, Cfs, Cltc's current company
Company context helps verify the profile and gives searchers a useful next step.
Premier Wealth Management
1 role
Daniel J. Peffley, Cfs, Cltc work experience
A career timeline built from the work history available for this profile.
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Financial Professional
3 education records
Daniel J. Peffley, Cfs, Cltc education
FAQ
Frequently asked questions about Daniel J. Peffley, Cfs, Cltc
Quick answers generated from the profile data available on this page.
What company does Daniel J. Peffley, Cfs, Cltc work for?
Daniel J. Peffley, Cfs, Cltc works for Premier Wealth Management.
What is Daniel J. Peffley, Cfs, Cltc's role at Premier Wealth Management?
Daniel J. Peffley, Cfs, Cltc is listed as Financial Planner at Premier Wealth Management.
What is Daniel J. Peffley, Cfs, Cltc's email address?
AeroLeads has found 1 work email signal at @cass.net for Daniel J. Peffley, Cfs, Cltc at Premier Wealth Management.
What is Daniel J. Peffley, Cfs, Cltc's phone number?
AeroLeads has found 6 phone signal(s) with area code 419, 734 for Daniel J. Peffley, Cfs, Cltc at Premier Wealth Management.
Where is Daniel J. Peffley, Cfs, Cltc based?
Daniel J. Peffley, Cfs, Cltc is based in Maumee, Ohio, United States while working with Premier Wealth Management.
What companies has Daniel J. Peffley, Cfs, Cltc worked for?
Daniel J. Peffley, Cfs, Cltc has worked for Premier Wealth Management.
How can I contact Daniel J. Peffley, Cfs, Cltc?
You can use AeroLeads to view verified contact signals for Daniel J. Peffley, Cfs, Cltc at Premier Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Daniel J. Peffley, Cfs, Cltc attend?
Daniel J. Peffley, Cfs, Cltc holds Clu, Chfc from The American College Of Financial Services.
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