Morgan Stanley
46yrs
Top advisor by experience in Toms River
10yrs
Daniel Koerner
Financial advisor at Cetera Investment Advisers
Daniel Koerner is a fiduciary financial advisor in Toms River, New Jersey, with 10 years in the industry. After six years at Avantax Advisory Services and three years at 1st Global Advisors, Daniel joined Cetera Investment Advisers in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Daniel holds the CFP® designation.
One of 129 advisors with offices in Toms River, and one of 119 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office10 Allen Street Suite 3a, Toms River, NJ 08753
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2025 – nowCetera Investment Advisers LLCCurrent firm
- 2019 – 2025Avantax Advisory ServicesPreviously
- 2016 – 20191st Global Advisors Inc.Previously
Contact Daniel
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Daniel. 10 Allen Street Suite 3aToms River, NJ 08753Office · Get directions
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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 Cetera Investment Advisers at (310) 257-7880 and ask for Daniel Koerner. Daniel works from the Toms River, NJ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Daniel hold?
Series 66. 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?
Cetera Investment Advisers 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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