Daniel
Fletcher

Spc

CRD#4423593
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Daniel Fletcher is a financial advisor who works in Ann Arbor, Michigan who has 3 years of relevant experience. Fletcher is an advisor for Spc. Fletcher has gained experience at Woodbury Financial Services, Parkland Securities LLC and Sigma Planning Corporation. Fletcher holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and can serve investors in Indiana. Spc is a registered investment company that has its headquarters in Ann Arbor, MI. The firm has offices in 426 locations and a total of 610 employees. It handles $6 billion in assets under management across its 34,594 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 20 charitable organizations. Of its 34,594 accounts, just 8% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees largely vary depending on which services the firm provides the client. However, fees charged by Spc can be comprised of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

300 Parkland Plaza
Ann Arbor, MI 48103

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Spc Brokerage Details

Total Assets Under Management

$5,964,256,852

MI Average: $943,424,332
Total Number of Employees

610

MI Average: 21
Total Number of Accounts

34,594

MI Average: 1,586
Average Account Size

$172,407

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Daniel Fletcher Work History

Daniel has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Parkland Securities LLC

2020 - Present (4 years)

Sigma Planning Corporation

2006 - 2020 (14 years)

Woodbury Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Fletcher 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 Spc

Steven Abbey
Dallas, TX
Adam Handler
Ann Arbor, MI
Kyle Aschliman
Fort Wayne, IN
Justin Mccolaugh
Cincinnati, OH
Mikel Rosenberry
Fort Lauderdale, FL
Jeremy Fortin
Englewood, CO
Craig Johnson
Ann Arbor, MI
Mark Sumner
Ann Arbor, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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