RBC Capital Markets
47yrs
Top 1% by experience in Omaha
18yrs
Anthony Daniel
Financial advisor at Commonwealth Financial Network
Anthony Daniel has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Omaha, Nebraska. Anthony has been with Commonwealth Financial Network since 2023; before that, Anthony spent three years at Securities America Advisors and six years at Nationwide Investment Advisors. Anthony holds the CFP® designation.
One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 59% of advisors in Omaha
Office9290 W Dodge Rd Suite 402, Omaha, NE 68144
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowCommonwealth Financial NetworkCurrent firm
- 2021 – 2023Securities America Advisors, Inc.Previously
- 2013 – 2019Nationwide Investment Advisors, LLCPreviously
- 2008 – 2010Mariner Wealth AdvisorsPreviously
Contact Anthony
(781) 736-0700Firm headquarters in Waltham, MA. Ask for Anthony. 9290 W Dodge Rd Suite 402Omaha, NE 68144Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
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Questions to ask Anthony
Tailored to Anthony’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 Anthony
How do I contact Anthony?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Anthony Daniel. Anthony works from the Omaha, NE office.
How long has Anthony been a financial advisor?
Anthony has been in the industry since 2008, about 18 years. More experience than 59% of advisors in Omaha.
What licenses does Anthony hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Anthony a fiduciary?
Anthony is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anthony paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Anthony 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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