UBS Financial Services
45yrs
Top advisor by experience in St. Cloud
27yrs
Daniel Gallogly
Financial advisor at Cetera Investment Advisers
Daniel Gallogly is a fiduciary financial advisor in St. Cloud, Minnesota, with 27 years in the industry. Daniel joined Cetera Investment Advisers in 2022, after less than a year at U.S. Bancorp Investments. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 190 advisors with offices in St. Cloud, and one of 167 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 21% by experience in Minnesota
Office400 1st Street SO Suite 300, St. Cloud, MN 56301
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states
Services through Cetera Investment Advisers
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
- 2022 – nowCetera Investment Advisers LLCCurrent firm
- Jun 2008 – Jun 2008U.S. Bancorp Investments, Inc.Previously
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 Daniel’s local office at (320) 656-4300 or the Cetera Investment Advisers main office at (310) 257-7880, and ask for Daniel Gallogly.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1999, about 27 years. Top 21% by experience in Minnesota.
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?
Cetera Investment Advisers 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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