Advisor at Seek & Find Financial
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Firm
Seek & Find Financial
Location
Chesterton, IN 46304
Credentials
Series 66
Industry experience
7 years
Daniel Delaney is a financial advisor at Seek & Find Financial with seven years of industry experience. He holds a Series 66 designation and has worked at firms including CreativeOne Wealth/CHANGEPATH and Wells Fargo Advisors. In addition to his advisory role, he provides business consulting focused on tax and operations, receiving fees from consulting agreements and client referrals. Seek & Find Financial offers portfolio management and pension consulting to corporations, high-net-worth individuals, and other clients. The firm employs a long-term, model-based investment approach incorporating ETFs, mutual funds, fixed income, and other securities, with both discretionary and non-discretionary management tailored to clients' goals and risk tolerance.
Based on Seek & Find Financial
Fixed fee for portfolio management ranging from $500 to $4,000 monthly, at firm's discretion
Minimum fee: Fixed fee for portfolio management can range from $500 to $4,000 paid monthly in arrears
880 Sidewalk Rd
Chesterton, IN 46304
Indiana · Texas
Seek & Find Financial, LLC
2025 - Present (1 year)
CreativeOne Wealth/CHANGEPATH
2021 - 2025 (4 years)
Seek & Find, LLC
2021 - Present (5 years)
Wells Fargo Advisors-(Riverstone/Brightway)
2019 - 2021 (2 years)
NONE
2018 - 2018 (1 year)
Pumps Fitness
2017 - 2018 (1 year)
NONE
2017 - 2017 (1 year)
Omega Sport and Rehab
2016 - 2017 (1 year)
Big 5 Sporting Goods
2016 - 2016 (1 year)
Valparaiso University
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CPA
Valparaiso, IN
Dunes Financial
Dunes Financial provides financial planning and investment management for hardworking professionals age 50+ looking to create a retirement income plan so they can - 🫸Stop focusing on their investment accounts everyday knowing their investments have guardrails in place 🫸Stop second-guessing or putting your head in the sand around Social Security & Medicare decisions 🫸Stop feeling unsure about your annual taxes or worrying you may have a big bill every April 🫸Stop sifting through conflicting advice online knowing you have a personalized plan Through implementation of - 👉 A retirement readiness assessment & comprehensive financial plan 👉 Balanced investment management process with income guardrails 👉 Annual tax review and strategy Knowing what’s important to you and making sure everything we do is in alignment with your values is my #1 goal. The firm's core values include transparency, clarity, timeliness, and a client-first approach.
Series 66
Valparaiso, IN
Lauer Wealth Management
CFP®, Series 66
Valparaiso, IN
Bridge Financial Planning, LLC
CFP®, Series 63, Series 65
Valparaiso, IN
Lauer Wealth Management
Series 65
Valparaiso, IN
Lauer Wealth Management
Series 65
Chesterton, IN
Seek & Find Financial
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