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Daniel Glenn Killea

Wealthspire Retirement Advisory

Aliso Viejo, CA

Norwell, MA

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Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-10-08
  • MA RA
    APPROVED
    Since 2025-10-08

Branch Locations

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

141 Longwater Drive Suite 101, Norwell, MA 02061 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nfp Retirement Norwell MA 01/2022 06/2022
Nfp Retirement, Inc. Aliso Viejo CA 06/2022 10/2025
W.T. Phelan Insurance Agency Belmont MA 09/2016 12/2021
M.B.T.A Boston MA 05/2016 09/2016
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 01/2022 → 06/2022
    Nfp Retirement
    Norwell, MA
  • 06/2022 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 09/2016 → 12/2021
    W.T. Phelan Insurance Agency
    Belmont, MA
  • 05/2016 → 09/2016
    M.B.T.A
    Boston, MA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-03
  • S65 Uniform Investment Adviser Law Examination
    2023-05-03
Other Names
  • Daniel Killea
  • Daniel Killea

View on SEC IAPD

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Other Offices

SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
ANCHOR CAPITAL · ALISO VIEJO, CA
EDEN FINANCIAL · ALISO VIEJO, CA
JG WEALTH MANAGEMENT, LLC · ALISO VIEJO, CA
LIFETIME FINANCIAL, INC. · Aliso Viejo, CA
SST BENEFITS CONSULTING · ALISO VIEJO, CA
CLARAPHI ADVISORY NETWORK, LLC · ALISO VIEJO, CA

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