Tricord Wealth Advisors
43yrs
Top advisor by experience in Worthington
25yrs
Daniel Singleton
Full name on record: Daniel Joseph Singleton
Financial advisor at Ameritas Advisory Services
Daniel Singleton has worked in the financial industry for 25 years and is a financial advisor based in Worthington, Ohio. Daniel joined Ameritas Advisory Services in 2021, 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.
At a glance
Experience25 years (since 2002)
How that compares ?Top 23% by experience in Worthington
Office615 High St Suite 200, Worthington, OH 43085
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$448,118
Advisors at the firm551
States licensed ?2 states
Services through Ameritas Advisory Services
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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowAmeritas Advisory Services, LLCCurrent firm
Contact Daniel
(800) 335-9858Firm headquarters in Lincoln, NE. Ask for Daniel. 615 High St Suite 200Worthington, OH 43085Office · Get directions Firm websitewww.ameritas.com/investments
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Ameritas Advisory Services at (800) 335-9858 and ask for Daniel Singleton. Daniel works from the Worthington, OH office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2002, about 25 years. Top 23% by experience in Worthington.
What licenses does Daniel hold?
Series 63. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Ameritas Advisory Services 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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