Daniel
Wood
Onedigital
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About this Advisor
Daniel Wood is a financial advisor based in Oak Brook, Illinois, working with Onedigital. Daniel has previously worked at Hornor, Townsend & Kent, Inc, Penn Mutual Life Insurance Company, and Resources Investment Advisors. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Daniel is part of Onedigital, which operates out of Oak Brook, Illinois. The firm has 83 offices and 610 employees. Onedigital manages assets totaling $142.6 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Onedigital includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Onedigital Brokerage Details
$142,602,344,768
610
38,423
$3,711,380
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Daniel Wood Work History
Resources Investment Advisors
Hornor, Townsend & Kent, Inc
Penn Mutual Life Insurance Company
Disclosures
Please visit the SEC profile of Daniel Wood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Onedigital
Overland Park, KS
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Sarasota, FL
Farmington, CT
Belmar, NJ
Overland Park, KS
Spring Lake, MI
Chicago, IL
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