The Pinnacle Financial Group
44yrs
Top advisor by experience in The Villages
10yrs
Daniel Quirk
Full name on record: Daniel Patrick Quirk
Financial advisor at Bucket List Wealth Management
Based in The Villages, Florida, Daniel Quirk is a fiduciary financial advisor with 10 years of industry experience. Daniel joined Bucket List Wealth Management in 2017, after less than a year at AE Wealth Management. Bucket List Wealth Management offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 176 advisors with offices in The Villages, and one of 161 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office8564 East County Road 466, Suite 203, The Villages, FL 32162
How the firm is paid ?Percent of assets
Typical client at the firm ?$464,525
Advisors at the firm2
States licensed ?2 states
Services through Bucket List Wealth Management
Investment management for individuals and small businessesChoosing other investment managers
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 65Uniform Investment Adviser Law Examination
Career
- 2017 – nowBucket List Wealth Management, LLCCurrent firm
- Jan 2017 – Jul 2017AE Wealth Management, LLCPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Bucket List Wealth Management at 352-307-8652 and ask for Daniel Quirk. Daniel works from the The Villages, FL 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 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?
Bucket List Wealth Management reports being paid by a percentage of the assets they manage. 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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