Daniel Richard Safranek

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/1992 → 05/2025
  Lincoln Investment Planning, Inc.
  Hauppauge, NY
• 05/2025 → Present
  Commonwealth Financial Network
  Waltham, MA
• 05/2025 → Present
  Safranek Financial Group
  Smithtown, NY

Previous Registrations

• 2021-03-25 → 2025-05-01
  Lincoln Investment
  Fort Washington, PA
  Smithtown, NY
  Palm Beach Gardens, FL
• 2021-05-13 → 2025-05-01
  Capital Analysts
  Smithtown, NY

Other Businesses

1. Fixed insurance sales; Located in Smithtown, NY, as of 05/01/2025; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Daniel Safranek, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Smithtown, NY; as of 01/22/2018 100% of time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, Cortland Waterfront, LLC; an entity created for the purpose of owning residential real estate at 1115 Bowfin Lane, Carolina Beach, NC 28428, as of 5/01/2024; 1% time spent during business hours; Not conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-05-05
• S63 Uniform Securities Agent State Law Examination
  1986-02-04