Danielle Christine Faison

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

• 09/2014 → 05/2022
  Cuna Mutual Group
  Waverly, IA
• 09/2014 → 05/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 05/2022 → 08/2022
  Lpl Financial Llc
  Wausau, WI
• 08/2022 → Present
  Royal Alliance Associates, Inc.
  Roseville, MN

Previous Registrations

• 2022-05-18 → 2022-08-25
  Lpl Financial Llc
  Wausau, WI
  Brooklyn Center, MN
  Wausau, WI
• 2014-10-03 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Brooklyn Center, MN
  Wausau, WI
  Wausau, WI
• 2014-01-30 → 2014-09-22
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Other Businesses

1) BENESTAR FINANCIAL POSITION: Agent NATURE: Insurance brokerage, marketing name INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/09/2022 ADDRESS: 2355 Highway 36 West, Suite 400, Office 428, Roseville MN 55113, United States DESCRIPTION: Insurance Sales and Service for various carriers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-10
• S63 Uniform Securities Agent State Law Examination
  2011-03-07

Other Names

• Danielle C Faison