Advisor at S.E.E.D. Planning Group, LLC
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Firm
S.E.E.D. Planning Group, LLC
Location
Binghamton, NY 13901
Credentials
Series 63, Series 65
Industry experience
19 years
Daniel Kain is a financial advisor with S.E.E.D. Planning Group, LLC in Syracuse, NY. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 15 years at Nationwide Investment Services Corporation prior to joining S.E.E.D. Planning Group in 2021. S.E.E.D. Planning Group is an SEC-registered multi-advisor wealth management firm overseeing approximately $491 million in discretionary assets. The firm serves individual and high-net-worth clients, trusts, non-profits, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan advisory services. Its investment approach emphasizes fundamental analysis and diversification across equities and fixed income, with several specialized offerings and affiliated service platforms.
Based on S.E.E.D. Planning Group, LLC
One-time, periodic, annual, or hourly fees for non-investment management services as per Scope of Work
Hourly charges for Investment Advice and Consulting Services, billed no more often than monthly
Minimum fee: $16,250 minimum annualized fee for Wealth Management Services; discounted minimum fee of $8,125 for select clients; $2,500 minimum fee to establish investment advisory relationship Fee-only: Fee-only advisory firm; no commissions or other third-party compensation
31 Lewis Street, Suite 401
Binghamton, NY 13901
New York
S.E.E.D. Planning Group, LLC
2021 - Present (5 years)
SEED Planning Group
2021 - Present (5 years)
Nationwide Investment Services Corporation
2006 - 2021 (15 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
Series 65
Binghamton, NY
Alpha Zero LLC
Series 66
Vestal, NY
Lesko Securities Inc.
Series 63
Endicott, NY
Ashton Thomas Securities, LLC
Series 65
Binghamton, NY
S.E.E.D. Planning Group, LLC
Series 63, Series 65
Binghamton, NY
S.E.E.D. Planning Group, LLC
Series 65
Binghamton, NY
S.E.E.D. Planning Group, LLC
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