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Daniel Dague

Advisor at Exodus Wealth, LLC

Updated today

Location

Alliance, OH 44601

Credentials

Series 63, Series 66

Industry experience

31 years

About

Daniel Dague is a financial advisor with Prosperity Wealth Management, Inc. in Alliance, Ohio, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has worked at Prosperity Wealth Management since 2019 and has been involved with Fortune Financial Services and Buckeye Tax Service for over a decade. Dague is an enrolled agent with the IRS and part owner of Buckeye Tax and Financial Service, where he prepares taxes and conducts commission-based insurance sales, including fixed annuities and Medicare supplemental and advantage plans. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million for about 1,600 clients, focusing on tailored portfolio supervision with quarterly reviews and a diversified investment approach that includes oversight of third-party money managers.

Client services

Based on Exodus Wealth, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Exodus Wealth, LLC

Options & derivatives strategies Charitable giving & philanthropy

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Fee options

Fixed

Up to $10,000 for financial planning and consulting services

Percentage

$0 - $500,000: 2.00% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.35% $1,000,000+: 1.20%

Project-based

$250 per hour

Location

333 E State Street

Alliance, OH 44601

Most active in

Ohio

Work history

Prosperity Wealth Management Inc.

2019 - Present (7 years)

Fortune Financial Services, Inc.

2015 - Present (11 years)

Buckeye Tax Service

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Matt G

CFP®

Salem, OH

Unrivaled Wealth Management

Welcome! I'm Matt Garasic, founder of Unrivaled Wealth Management. I specialize in working with executives and key employees across the United States. Business executives and other professionals start working with me when: • They don't have the time and/or desire to properly manage their finances. • They're experiencing a significant life event and need help navigating the financial ramifications. • They crave the freedom to work on their terms as quickly as possible so they can spend more time on what’s important to them. I relieve my clients' stress and help uncover new opportunities by synchronizing everything related to their financial lives, including cash flow, tax, investment, estate, and insurance planning. Clients enjoy working with me because my approach is drastically different from what they’ve experienced or heard about financial advisors. • I avoid financial jargon and explain topics in plain English. • I want you to understand every recommendation before it's implemented. • You’ll always speak directly to me and receive personalized answers to your questions. • You never have to wonder if my recommendations are incentivized by a commission or ulterior motive. • I focus on helping you enjoy your money while you’re alive instead of competing for the highest net worth in the graveyard. Book an introductory meeting and let's see if it makes sense to work together!

Equity Recipients (RS/RSU, SOP, ESPP) Executive FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)
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Michael G

Series 65

Canton, OH

George Financial Services

Michael George is a Series 65-licensed financial advisor with George Financial Services in Canton, OH, where he has worked since 2022. He has four years of industry experience, including prior roles at Parkland Securities and Access Financial Group. Outside of finance, he provides DJ services through his business, Headtrauma Entertainment. George Financial Services advises individual investors and pension or employee benefit plans, offering portfolio management, financial planning, pension consulting, and digital-asset consulting. The firm employs a core–satellite investment approach and manages approximately $16.2 million in assets across 135 client relationships.

Options & derivatives strategies Passive / index investing
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Jeffrey Z

CFP®, Series 63

Salem, OH

Zimmerman Capital Management

Jeffrey Zimmerman is a CFP® with 18 years of industry experience and has been the sole advisor at Zimmerman Capital Management since 1991. The firm is based in Salem, OH, and operates as an independent advisory practice. Zimmerman Capital Management provides personalized financial planning and discretionary investment management to individual clients, high-net-worth households, trusts and estates, and non-profit and institutional sponsors. The firm employs a strategic asset allocation approach using broadly diversified, low-cost mutual funds and ETFs, serving a mix of individual and institutional clients including charitable organizations and pension plans.

General retirement planning General tax planning Wealth management Passive / index investing
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Daniel B

Series 66

Canton, OH

Belden Financial, LLC

Daniel Belden is a financial advisor with Belden Financial, LLC in Canton, Ohio. He holds a Series 66 designation and has 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Belden Financial provides portfolio management and investment advisory services primarily to individual clients and investment companies. The firm uses a combination of fundamental analysis, modern portfolio theory, quantitative models, and technical analysis to manage client portfolios, typically with discretionary trading authority.

Options & derivatives strategies
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Glen S

Series 63, Series 66

Canton, OH

Strong Investment Management, LLC

Glen Strong is a financial advisor at Strong Investment Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Strong Investment Management since 2017. Prior to this, he was associated with Integrity Investments & Planning, LLC and Next Financial Group, Inc. Outside of his advisory role, Glen is an independent insurance agent specializing in fixed annuities, life and health, long-term care, and disability insurance. Strong Investment Management provides discretionary and non-discretionary portfolio management and financial planning to individual investors, businesses, and charitable organizations. The firm uses fundamental analysis and written investment policy statements to guide investment decisions and directs custody and trade execution through Charles Schwab Institutional.

Mid-Career Professionals
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Jolie H

Series 65

Canton, OH

Strong Investment Management, LLC

Jolie Howell is a financial advisor at Strong Investment Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Charles Schwab and Kent State University. Outside of finance, she has experience working at Wood's Tall Timber Resort. Strong Investment Management provides discretionary and non-discretionary portfolio management and financial planning to individual investors, businesses, and charitable organizations. The firm uses fundamental analysis and offers tailored planning with ongoing portfolio oversight.

Mid-Career Professionals
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