Adviser and broker representative · Osaic Wealth, Inc.
Daniel L. Youngs
CRD 1076279 · Kalamazoo, MI
At a glance
Daniel L. Youngs is an investment adviser representative with Osaic Wealth, Inc. in Kalamazoo, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniel’s SEC record dates to 2007, about 18 years ago. Daniel is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Osaic Wealth, Inc.Since November 2023Kalamazoo, MI · $235B in regulatory assets
- Hfg Advisors Inc.Since May 2010Kalamazoo, MI · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2007 (18 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 9 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Daniel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.