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Advisors / Wisconsin / Madison
31yrs

Daniel Murphy

Financial advisor at Focus Partners Wealth

Based in Madison, Wisconsin, Daniel Murphy is a fiduciary financial advisor with 31 years of industry experience. Daniel has been with Focus Partners Wealth since 2026; before that, Daniel spent a year at Northcoast Asset Management and ten years at Northern Capital Management. Daniel holds the CFA designation.

One of 702 advisors with offices in Madison, and one of 632 fiduciaries.

Madison, WI 53717CFATop 9% by experience at Focus Partners WealthFiduciary advisor

At a glance

Experience31 years (since 1995)
How that compares ?Top 9% by experience at Focus Partners Wealth
Office8000 Excelsior Drive Suite 201, Madison, WI 53717
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.56 million
Advisors at the firm1,037
States licensed ?1 state

Services through Focus Partners Wealth

Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFA

Licenses

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

Series 65Uniform Investment Adviser Law Examination

Career

  1. Jan 2026 – now
  2. Jan 2025 – Mar 2026
  3. 2019 – 2024
  4. 2009 – 2019
    Northern Capital Management LLCPreviously
  5. 1995 – 2008
    Northern Capital Management LLCPreviously

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. Your firm can charge performance-based fees. Would that apply to me?
  4. What does a financial plan with you include, and how often is it updated?
  5. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  6. Where would my money be held, and will I get statements directly from that firm?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Daniel

How do I contact Daniel?

Call Focus Partners Wealth at (314) 725-0455 and ask for Daniel Murphy. Daniel works from the Madison, WI office.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 1995, about 31 years. Top 9% by experience at Focus Partners Wealth.

What licenses does Daniel hold?

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?

Focus Partners Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other 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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