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Advisors / Kansas / Wichita
36yrs

Daniel Warnke

Financial advisor at Osaic Advisory Services

Based in Wichita, Kansas, Daniel Warnke is a fiduciary financial advisor with 36 years of industry experience. Daniel has been with Osaic Advisory Services since 2024; before that, Daniel spent six years at Arbor Point Advisors and two years at Summit Financial Group. Osaic Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 546 advisors with offices in Wichita, and one of 509 fiduciaries.

Wichita, KS 67205Top 7% by experience in KansasFiduciary advisor

At a glance

Experience36 years (since 1991)
How that compares ?Top 7% by experience in Kansas
Office10011 West 21st Street N Suite 109, Wichita, KS 67205
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$508,486
Advisors at the firm277
States licensed ?1 state

Services through Osaic Advisory Services

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.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Nov 2024 – now
  2. 2018 – 2024
    Arbor Point AdvisorsPreviously
  3. 2016 – 2018
    Summit Financial Group Inc.Previously
  4. 2006 – 2016
    VSR Financial Services, Inc.Previously
  5. 2004 – 2006

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Osaic Advisory Services at (866) 580-8219 and ask for Daniel Warnke. Daniel works from the Wichita, KS office.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 1991, about 36 years. Top 7% by experience in Kansas.

What licenses does Daniel hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Daniel a fiduciary?

Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Daniel paid?

Osaic Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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