RBC Capital Markets
47yrs
Top 1% by experience in Omaha
7yrs
Based in Omaha, Nebraska, Daniel Beeson is a fiduciary financial advisor with 7 years of industry experience. Daniel has been with Osaic Wealth since 2026; before that, Daniel spent four years at Assetmark and three years at Orion Portfolio Solutions. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office10040 Regency Circle Suite 340, Omaha, NE 68114
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 ?2 states
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
- Mar 2026 – nowOsaic Wealth, Inc.Current firm
- 2022 – 2026Assetmark, Inc.Previously
- 2019 – 2022Orion Portfolio Solutions, LLCPreviously
Contact Daniel
10040 Regency Circle Suite 340Omaha, NE 68114Office · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZ
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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 Osaic Wealth at (800) 821-5100 and ask for Daniel Beeson. Daniel works from the Omaha, NE office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2019, about 7 years. 7 years in the industry.
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?
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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