Daniel J Gardner

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2001 → 11/2023
  Fsc Securities Corporation
  Ham Lake, MN
• 01/2008 → Present
  Century Financial Advisors, Inc.
  Ham Lake, MN
• 11/2023 → Present
  Osaic Wealth, Inc.
  Ham Lake, MN

Previous Registrations

• 2012-08-20 → 2023-11-03
  Fsc Securities Corporation
  Ham Lake, MN
  Ham Lake, MN
  Safety Harbor, FL

Other Businesses

1) BUILDERS INSURANCE GROUP, INVESTMENT RELATED, 13507 JEFFERSON STREET, HAM LAKE MN 55304, AGENT, START DATE:08-01-2001, 5 HRS/MONTH, 1 HR/MONTH DURING ST HOURS, INSURANCE SALES 2) FSC CORPORATE RIA, INVESTMENT RELATED, 13507 JEFFERSON STREET, HAM LAKE MN 55304, INVESTMENT ADVISER, START DATE:06/2005, 10 HRS/MONTH, 10 HRS/MONTH DURING ST HOURS, ADVISORY SERVICES 3) BUILDERS MEP GROUP, INVESTMENT RELATED, 13507 JEFFERSON STREET, HAM LAKE MN 55304, PARTNER, START DATE:05/01/2011, 20 HRS/MONTH, 20 HRS/MONTH DURING ST HOURS, MARKET 401K PLANS

Exams

• S66 Uniform Combined State Law Examination
  2012-08-14
• S63 Uniform Securities Agent State Law Examination
  2001-09-18

Other Names

• Daniel J Gardner