Daniel Joseph Peluse

Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 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

• 06/2013 → 05/2024
  Wayne Hummer Investments
  Chicago, IL
• 04/2024 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 07/2024 → 08/2024
  Triad Advisors
  Atlanta, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Overland Park, KS

Previous Registrations

• 2013-06-21 → 2024-05-02
  Wintrust Investments Llc
  Chicago, IL
  Chicago, IL
• 2009-06-01 → 2013-07-11
  Morgan Stanley
  Geneva, IL
  Lisle, IL
• 2008-11-04 → 2009-06-01
  Morgan Stanley & Co. Llc
  Geneva, IL
• 2004-05-10 → 2008-11-21
  Citigroup Global Markets Inc.
  Oakbrook Terrace, IL
  Oakbrook Terrace, IL

Other Businesses

ONEDIGITAL INVESTMENT ADVISORS POSITION: Senior Vice President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/15/2024 ADDRESS: 11101 Switzer Road, Suite 200, Overland Park KS 66210, United States DESCRIPTION: Retirement Plan Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-05-07
• S63 Uniform Securities Agent State Law Examination
  2004-04-23