Mcdonald & Hagen Wealth Management

Investment Advisor
in Montgomery, AL

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Daniel Sloan is a certified financial planner working out of Montgomery, Alabama, who has been in the advisory business for 19 years. Sloan is an advisor for Mcdonald & Hagen Wealth Management. Throughout their career, they have worked at Morgan Keegan & Company, Inc, Lpl Financial LLC and Mcdonald & Hagen Wealth Management, LLC. Sloan has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Alabama. Mcdonald & Hagen Wealth Management is a financial advisory company that has its headquarters in Montgomery, Alabama. The company has offices in two locations and a total of 12 financial advisors. It has $342 million in total assets among its 997 accounts, making it one of the mid-sized firms in the United States by assets under management. The firm advises four charitable organizations. Of its 997 accounts, just 13% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees billed by Mcdonald & Hagen Wealth Management likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

350 Leavell Circle
Montgomery, AL 36117

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mcdonald & Hagen Wealth Management Brokerage Details

Total Assets Under Management


AL Average: $1,620,585,161
Total Number of Employees


AL Average: 52
Total Number of Accounts


AL Average: 1,560
Average Account Size


AL Average: $1,038,837

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Daniel Sloan Work History

Daniel has 19 years of experience.

2016 - Present (5 years)

Mcdonald & Hagen Wealth Management, LLC

2011 - Present (10 years)

Lpl Financial LLC

2001 - 2011 (10 years)

Morgan Keegan & Company, Inc


Daniel Sloan has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mcdonald & Hagen Wealth Management

Lisa Free
Montgomery, AL
Michael Barranco
Montgomery, AL
Jason Bryant
Montgomery, AL
Michael Barranco
Montgomery, AL
Carl Mcdonald
Montgomery, AL
Mary Smith
Montgomery, AL
James Perry
Montgomery, AL
Daniel Sloan
Montgomery, AL

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started