Harbour Investments
33yrs
Top advisor by experience in Wisconsin Rapids
26yrs
Daniel Guck has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Wisconsin Rapids, Wisconsin. After 17 years at Woodbury Financial Services, Daniel joined Osaic Wealth in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 26 advisors with offices in Wisconsin Rapids, and one of 23 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 19% by experience in Wisconsin Rapids
OfficeWisconsin Rapids, WI
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2007 – 2024Woodbury Financial Services, Inc.Previously
Contact Daniel
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Daniel. Wisconsin Rapids, WIOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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 Guck. Daniel works from the Wisconsin Rapids, WI office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2000, about 26 years. Top 19% by experience in Wisconsin Rapids.
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 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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