Osaic Wealth
33yrs
Top 8% by experience in Butte
34yrs
Daniel Thompson has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Butte, Montana. After six years at Apex Advisory Services, Daniel joined Osaic Wealth in 2002, a firm offering financial planning, investment management, and retirement plan consulting. Osaic Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 24 advisors with offices in Butte, and one of 21 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top advisor by experience in Butte
Office129 W Parkst Suite 303, Butte, MT 59701
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 ?2 states
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2003 – 2009Apex Advisory Services, Inc.Previously
- 2002 – nowOsaic Wealth, Inc.Current firm
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?
- 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 Daniel
How do I contact Daniel?
Call Osaic Wealth at (800) 821-5100 and ask for Daniel Thompson. Daniel works from the Butte, MT office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1992, about 34 years. Top advisor by experience in Butte.
What licenses does Daniel hold?
Series 63, Series 65. 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 Wealth 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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