Osaic Wealth
42yrs
Top advisor by experience in Grass Valley
40yrs
Daniel Apple is a financial advisor in Grass Valley, California, with 40 years in the industry. After six years at Associated Securities and seven years at Associated Planners Investment Advisory, Daniel joined Apple & Associates in 2000, a firm offering financial planning and investment management. Daniel holds the CFP® designation.
At a glance
Experience40 years (since 1986)
How that compares ?Top 3% by experience in California
Office565 Brunswick Road Suite 8, Grass Valley, CA 95945
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$549,780
Advisors at the firm3
States licensed ?2 states
Services through Apple & Associates
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2000 – nowApple & AssociatesCurrent
- 1998 – 2004Associated Securities Corp.Previously
- 1997 – 2004Associated Planners Investment Advisory Inc.Previously
Contact Daniel
Local office(530) 272-1345Ask for Daniel. (530) 272-1346Main office 565 Brunswick Road Suite 8Grass Valley, CA 95945Office · Get directions LinkedIn pageApple & Associates
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Daniel’s local office at (530) 272-1345 or the Apple & Associates main office at (530) 272-1346, and ask for Daniel Apple.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1986, about 40 years. Top 3% by experience in California.
What licenses does Daniel hold?
Series 63. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Apple & Associates reports being paid by a percentage of the assets they manage, hourly fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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