Daniel
Kain
S.E.E.D. Planning Group, LLC
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About this Advisor
Daniel Kain is a financial advisor who works out of Binghamton, New York with 1 year of relevant experience. Kain is on the advisory team at S.E.E.D. Planning Group, LLC. Their career trajectory has included roles at Nationwide Investment Services Corporation, Seed Planning Group and S.E.E.D. Planning Group, LLC. Kain has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in New York. S.E.E.D. Planning Group, LLC is a firm based out of Binghamton, NY. The investment advisory business has offices in four locations and a total of 28 advisors. It controls $351 million in total assets between its 1,436 client accounts, making it one of the larger firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 1,436 accounts, 22% are associated with high-net-worth investors who have at least $1 million in assets available to invest. S.E.E.D. Planning Group, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees charged by S.E.E.D. Planning Group, LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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S.E.E.D. Planning Group, LLC Brokerage Details
$351,350,025
28
1,436
$244,673
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Daniel Kain Work History
Daniel has been registered as a financial advisor for 1 years.*
Seed Planning Group
S.E.E.D. Planning Group, LLC
Nationwide Investment Services Corporation
*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 Kain 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 S.E.E.D. Planning Group, LLC
Binghamton, NY
Binghamton, NY
Binghamton, NY
Binghamton, NY
Binghamton, NY
Whitney Point, NY
Binghamton, NY
Whitney Point, NY
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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