Timothy Joe Mcdaniel

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 08/2002 → Present
  Avantax Investment Services, Inc.
  Danville, KY
• 09/2004 → 09/2025
  Avantax Advisory Services
  Danville, KY
• 01/2004 → 09/2021
  Mcdaniel Wealth Management, Pllc
  Danville, KY
• 12/2016 → Present
  Avantax Insurance Agency, Inc.
  Danville, KY
• 09/2004 → Present
  Hayley Properties, Llc
  Danville, KY
• 07/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2004-09-02 → 2025-09-08
  Avantax Advisory Services
  Nicholasville, KY
  Danville, KY
  Lexington, KY

Other Businesses

1) Timothy J McDaniel 110 N. First Street~Danville~KY~40422~Independent Insurance Agent~Owner/Sole Proprietor~1/1/2004~1hrs~1hrs~independent agent of Anthem, Bluegrass Family Health to sell health Insurance. 2) Hayley Properties, LLC 213 W. Main Street~Danville~KY~40422~Rental Property~Owner~9/16/2004~1hrs~1hrs~Maintain condition of building. 3)McDaniel Wealth Management, PLLC; Owner/Sole Proprietor; Accounting Services/Tax Preparation; NIR; 130; 01/01/2004; 213 W. Main Street Danville KY 40422; Owner/Manager of business

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-06-19
• S63 Uniform Securities Agent State Law Examination
  2002-12-30

Designations

• Certified Financial Planner

Other Names

• Tim Mc Daniel
• Timothy Joe Mc Daniel