Daniel Mark Amiot

Employer firm

Wrought Iron Financial LLC CRD 331090

$1.03M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 05/2008 → 12/2017
  Cornerstone Capital Advisors
  Uniontown, OH
• 01/2018 → 05/2024
  Advance Capital Management, Inc.
  Southfield, MI
• 02/2024 → Present
  Wrought Iron Financial Llc
  New Franklin, OH

Previous Registrations

• 2018-01-02 → 2024-06-21
  Advance Capital Management Inc
  Independence, OH
  Southfield, MI
  Independence, OH
• 2011-05-17 → 2017-12-22
  Cornerstone Capital Advisors
  Uniontown, OH

Other Businesses

Daniel Amiot is involved with theater and drama activities, including acting, teaching and directing. This activity generally accounts for less than 5% of his time during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-12

Designations

• Certified Financial Planner