Daniel Aaron Niemeyer

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

• 07/2022 → 10/2025
  Commonwealth Financial Network
  Waltham, MA
• 07/2022 → Present
  Gallagher Financial Services
  North Saint Paul, MN
• 09/2020 → Present
  Lendsmart Mortgage
  Shoreview, MN
• 01/2020 → 04/2020
  Marine Credit Union
  La Crosse, WI
• 06/2018 → 12/2019
  Best Buy
  La Crosse, WI
• 01/2021 → Present
  Johnson And Stern Tax Solutions
  Madison, WI
• 01/2016 → 12/2016
  University Of Wisconsin La Crosse
  La Crosse, WI
• 04/2020 → 09/2020
  J Mar Construction
  Stillwater, MN
• 03/2016 → Present
  Vector Marketing
  Olean, NY
• 10/2025 → Present
  Osaic Wealth Inc
  North St Paul, MN

Other Businesses

1. JOHNSON & STERN TAX SOLUTIONS POSITION: Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 1509 Longview St, Madison WI 53704, United States DESCRIPTION: Tax Preparer 2. LENDSMART MORTGAGE POWERED BY AMERICAN PACIFIC MORTGAGE POSITION: Loan Officer NATURE: Mortgage Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2020 ADDRESS: 3750 Lexington Ave N, #140, Shoreview MN 55126, United States DESCRIPTION: Help clients secure financing to purchase or refinance a home 3. GALLAGHER FINANCIAL SERVICES POSITION: Sales NATURE: This is my boss, Mark Gallagher's, company. He is registered as a rep with Osaic through Gallagher Financial Services. I recently learned this morning from Clayton that we need to disclose this for myself as an "OBA" even though when I got registered it should have been clearn. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/15/2022 ADDRESS: 2586 7th Ave E, Suite 304, North Saint Paul MN 55109, United States DESCRIPTION: Help Mark Gallagher with insurance and tax preparation, as well as clerical tasks.

Exams

• S66 Uniform Combined State Law Examination
  2026-01-27