Family Freedom Wealth Management
43yrs
Top advisor by experience in Addison
26yrs
Daniel Oconnell
Full name on record: Daniel Joseph Oconnell
Financial advisor at Principal Securities
Daniel Oconnell is a fiduciary financial advisor in Addison, Texas, with 26 years in the industry. Daniel joined Principal Securities in 2016, after a year at MSI Financial Services and five years at New England Securities. Principal Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 133 advisors with offices in Addison, and one of 117 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?Top 23% by experience in Texas
Office5080 Spectrum Dr Suite 1200e, Addison, TX 75001
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$324,050
Advisors at the firm1,465
States licensed ?1 state
Services through Principal Securities
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
- 2016 – nowPrincipal Securities, Inc.Current firm
- Jan 2015 – Dec 2015MSI Financial Services, Inc.Previously
- 2009 – 2015New England SecuritiesPreviously
- May 2008 – Dec 2009ON Investment Management COPreviously
- Jun 2006 – Jul 2006TD Ameritrade, Inc.Previously
- Jun 2006 – Jul 2006TD Ameritrade Investment Management, LLCPreviously
- Feb 2001 – Oct 2002E*trade Advisory Services, Inc.Previously
Contact Daniel
Local office(972) 980-9990Ask for Daniel. (888) 774-6267Main office · Des Moines, IA 5080 Spectrum Dr Suite 1200eAddison, TX 75001Office · Get directions X (Twitter) pagePrincipal Securities
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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 (972) 980-9990 or the Principal Securities main office at (888) 774-6267, and ask for Daniel Oconnell.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2001, about 26 years. Top 23% by experience in Texas.
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?
Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, 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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