Osaic Wealth
41yrs
Top advisor by experience in Punta Gorda
25yrs
Daniel Lodes has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Punta Gorda, Florida. After five years at Kovack Advisors and six years at J. W. Cole Advisors, Daniel joined Integrity Alliance in 2017, 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 95 advisors with offices in Punta Gorda, and one of 92 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 73% of advisors nationwide
Office2000 Rio DE Janeiro Ave Suite 4, Punta Gorda, FL 33983
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$454,036
Advisors at the firm344
States licensed ?1 state
Services through Integrity Alliance
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational 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
- 2017 – nowIntegrity Alliance, LLC.Current firm
- 2013 – 2018Kovack Advisors, Inc.Previously
- 2007 – 2013J. W. Cole Advisors, Inc.Previously
- 2005 – 2007Kestra Investment Services, LLCPreviously
- 2002 – 2005SII 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Integrity Alliance at 877-886-1939 and ask for Daniel Lodes. Daniel works from the Punta Gorda, FL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2001, about 25 years. More experience than 73% of advisors nationwide.
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?
Integrity Alliance 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.
Other advisors nearby
LPL Financial
40yrs
Top 2% by experience in Punta Gorda
Merrill
39yrs
Top 3% by experience in Punta Gorda
Cetera Investment Advisers
38yrs
Top 4% by experience in Punta Gorda
Cambridge Investment Research Advisors
38yrs
Top 5% by experience in Punta Gorda
Ameriprise Financial Services
37yrs
Top 6% by experience in Punta Gorda