Daniel Nikolai Cossette

Employer firm

Cambridge Financial Group, LLC CRD 117428

$646M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• TAX PREPARATION

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

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

Current Employers

Employment History

• 11/2021 → 10/2023
  Jpmorgan Chase Bank, N.A.
  Tucson, AZ
• 11/2021 → 10/2023
  J.P. Morgan Securities Llc
  Tucson, AZ
• 11/2020 → 10/2021
  Costco
  Tucson, AZ
• 05/2016 → 11/2020
  Casas Church
  Tucson,, AZ
• 10/2023 → Present
  Cambridge Financial Group, Llc
  Tucson, AZ

Other Businesses

Entity Name: Heal Equine, LLC / Investment related: No / 4900 w ferret dr. Tucson AZ 85742 / Member only / Nature of the other business: Equine Facilitated Life Skills for Adults and Children (wife does all work) Start Date: 06/2023 / Approximate # of hours a month: 0 Approximate / # of hours during securities trading hours: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-02-02

Designations

• Certified Financial Planner

Other Names

• Daniel Cossette
• Daniel N. Cossette