Osaic Wealth
47yrs
Top advisor by experience in Southfield
12yrs
Danielle Workman has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Southfield, Michigan. Danielle has been with Osaic Wealth since 2025; before that, Danielle spent five years at Osaic Fa and two years at Fifth Third Securities. 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 523 advisors with offices in Southfield, and one of 471 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office20505 W 12 Mile Rd, Southfield, MI 48076
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowOsaic Wealth, Inc.Current firm
- 2019 – 2025Osaic Fa, Inc.Previously
- 2017 – 2019Fifth Third Securities, Inc.Previously
- 2014 – 2017Morgan StanleyPreviously
Contact Danielle
20505 W 12 Mile RdSouthfield, MI 48076Office · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZ
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Questions to ask Danielle
Tailored to Danielle’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 Danielle
How do I contact Danielle?
Call Osaic Wealth at (800) 821-5100 and ask for Danielle Workman. Danielle works from the Southfield, MI office.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Danielle hold?
Series 66. Tap any license on this page to see what it allows.
Is Danielle a fiduciary?
Danielle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danielle paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Danielle 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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