Osaic Wealth
47yrs
Top advisor by experience in Southfield
42yrs
Dane Smith has worked in the financial industry for 42 years and is a fiduciary financial advisor based in Southfield, Michigan. Dane has been with Osaic Wealth since 2019; before that, Dane spent eight years at Signator Investors. Dane holds the ChFC designation.
One of 523 advisors with offices in Southfield, and one of 471 fiduciaries.
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience nationwide
Office28411 Northwestern Hwy Suite 1300, Southfield, MI 48034
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowOsaic Wealth, Inc.Current firm
- 2010 – 2018Signator Investors, Inc.Previously
Contact Dane
28411 Northwestern Hwy Suite 1300Southfield, MI 48034Office · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZ
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Questions to ask Dane
Tailored to Dane’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Dane
How do I contact Dane?
Call Osaic Wealth at (800) 821-5100 and ask for Dane Smith. Dane works from the Southfield, MI office.
How long has Dane been a financial advisor?
Dane has been in the industry since 1984, about 42 years. Top 2% by experience nationwide.
What licenses does Dane hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Dane a fiduciary?
Dane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dane paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dane 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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