Daniel Robert Erdmann

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

• 06/2013 → 12/2016
  Jra Financial
  Maple Grove, MN
• 11/2013 → 05/2021
  Cetera Advisor Networks Llc
  El Segundo, CA
• 10/2016 → 12/2016
  Jra Financial Advisors, Inc.
  Maple Grove, MN
• 01/2017 → 05/2021
  Advisornet Wealth Management
  Maple Grove, MN
• 01/2017 → 03/2020
  Advisornet Financial Inc. Dba Jra Financial
  Maple Grove, MN
• 04/2019 → 05/2021
  Advisornet Financial Inc. Dba Advisornet Financial Partners
  Maple Grove, MN
• 05/2021 → Present
  Osaic Wealth, Inc.
  Maple Grove, MN

Previous Registrations

• 2014-01-28 → 2021-05-14
  Cetera Wealth Services, Llc
  Minnetonka, MN
• 2017-04-18 → 2021-05-14
  Advisornet Wealth Partners
  Maple Grove, MN
  Minnetonka, MN
  Minnetonka, MN
• 2016-10-18 → 2017-02-15
  Jra Financial Advisors, Inc.
  Maple Grove, MN

Other Businesses

(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 1/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: AGENT BRIEF DESCRIPTION OF DUTIES: SELLING LIFE, ANNUITIES, & LONG TERM CARE (2) ERDMANN FINANCIAL PLANNING LLC POSITION: CPA NATURE: Tax preparation and tax planning services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 05/14/2021 ADDRESS: 4425 Highway 169 N, Ste 100, Plymouth MN 55442, United States DESCRIPTION: Preparation of tax returns, Tax planning for financial planning clients (3) JMAE LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/10/2022 ADDRESS: 4425 US Hwy 169 N, Ste 100, Plymouth MN 55442, United States DESCRIPTION: providing services to other businesses including Rental space and other common office space items (4) ERDMANN FINANCIAL PLANNING LLC (DBA ENCORE FINANCIAL) POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2017 ADDRESS: 4425 Highway 169 N, Ste 100, Plymouth MN 55442, United States DESCRIPTION: Providing Fixed Insurance services to clients on an as needed basis. (5) BUILDING 4425 LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2026 ADDRESS: 4425 Highway 169 N, Ste 100, Plymouth MN 55442, United States DESCRIPTION: Co-owner and board member of a commercial office building ownership entity. Responsibilities include participating inboard meetings, reviewing and approving annual budgets, overseeing property management and building operations,evaluating capital improvements, approving vendor contracts and major expenditures, monitoring financialperformance, and making strategic decisions regarding the ownership and operation of the property. No investmentadvisory, securities, or financial planning services are provided through this entity.

Exams

• S66 Uniform Combined State Law Examination
  2014-01-27

Other Names

• Dan Erdmann