Daniel Thomas Rayl

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

• 01/1994 → Present
  Rayl Financial Services
  Mentor, OH
• 08/2008 → 10/2024
  American Portfolios
  Mentor, OH
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2008-09-04 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2007-05-30 → 2008-07-03
  Concord Equity Group Advisors, Llc
  Mentor, OH

Other Businesses

1. BERSON SOKOL AGENCY POS.: Agent NATURE: Ins. Agency - Fixed Life, Health, Med Sup and Advantage, Ltd INVEST. RELATED: Yes NO. OF HRS.: 10 SEC. TRADING HRS.: 10 START DATE: 12/01/2014 ADDR.: 25550 Chagrin Blvd. Suite 101, Beachwood OH 44122 DESCRIPTION: Sales of Fixed Life, Health, Med Sup and Medicare Advantage Plans. 2. RE PROPERTIES I, LLC POS.: Member NATURE: LLC (Partnership) INVEST. RELATED: Yes NO. OF HRS.: 10 SEC. TRADING HRS.: 1 START DATE: 01/01/2014 ADDR.: 6966 Spinach Dr, Mentor OH 44060 DESCRIPTION: I manage along with my Business Partner Michael Eichler who is also an Advisory Client which was previously disclosed to American Portfolios. I am the primary record keeper of the business and am the accountant and tax preparer of the business. Mike primarily is the hands-on maintenance of the units unless he needs me to help which I am all capable of assisting in maintenance duties when there is a need. We primarily rent two residential real estate properties in the area. We plan to purchase more in the future or sell the ones we have but no plans in place for either at the moment. 3. DANIEL & KIMBERLY RAYL POS.: Owner NATURE: Owned by my wife and I. No corporation. I rent my business from myself. It is a non-residential condo. INVEST. RELATED: Yes NO. OF HRS.: 1 SEC. TRADING HRS.: 0 START DATE: 01/01/2014 ADDR.: 6966 Spinach Drive, Condo OH 44060 DESCRIPTION: I own the building and I rent from myself. If there is any issue I just take care of. 4. SAMARITAN MINISTRIES POS.: no title NATURE: Christian Healthcare - Sometimes I mention to a client if they are looking for healthcare under 65 years old another option for healthcare. This is not an ins. organization. It is strictly Christians helping other Christians with their healthcare needs. INVEST. RELATED: No NO. OF HRS.: 1 SEC. TRADING HRS.: 0 START DATE: 11/01/2016 ADDR.: 6000 N Forest Park Dr, Peoria IL 61612 DESCRIPTION: I am a member of this organization an organization, et a referral credit against my premium if they become a member. I do not sell this. I just give them information if they are interested. 5. RAYL FINANCIAL SERVICES POS.: Owner NATURE: Sole Proprietorship INVEST. RELATED: No NO. OF HRS.: 140 SEC. TRADING HRS.: 140 START DATE: 01/01/1994 ADDR.: 6966 Spinach Drive, Mentor OH 44060 DESCRIPTION: I run this business at the same time I am involved with the SEC. business. I run all facets of my tax and accounting services as well as my invest. services under this business. 6.LAKE COUNTY OHIO POLLWORKER POS.: Poll worker NATURE: Government Agency INVEST. RELATED: No NO. OF HRS.: 0 SEC. TRADING HRS.: 0 START DATE: 09/15/2020 ADDR.: 105 Main St, Painesville OH 44077 DESCRIPTION: Poll worker for elections. Usually only able to serve in November election. 7. COMMERCE PARK CONDO ASSOC POS.: Board Member NATURE: Corporation/Condo Association INVEST. RELATED: No NO. OF HRS.: 2 SEC. TRADING HRS.: 1 START DATE: 08/10/2020 ADDR.: 6968 Spinach Dr, Mentor OH 44060 DESCRIPTION: Oversight of operations. I will have no accounting responsibility.

Exams

• S66 Uniform Combined State Law Examination
  2008-12-22