Daniel David Mchugh

Employer firm

Advance Capital Management Inc CRD 110767

$4.98B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2010 → 05/2017
  Advance Capital Services
  Southfield, MI
• 05/2010 → Present
  Advance Capital Management, Inc.
  Southfield, MI

Other Businesses

1) ACADEMY FINANCIAL GAMMA,LLC A. NOT INVESTMENT RELATED B. 1399 SHANKIN, WOLVERINE LAKE, MI 48390 C. MORTGAGE INVESTING D. MEMBER E. 01/01/13 F. 1 G. 0 H. INVESTOR 2) ACADEMY FINANCIAL ZETA, LLC A. NOT INVESTMENT RELATED B. PERSONAL RESIDENCE C. MORTGAGE INVESTING D. MEMBER E. 01/01/2016 F. 1 G. 1 H. INVESTOR

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-11
• S63 Uniform Securities Agent State Law Examination
  2010-06-24

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Daniel Mchugh