Citizens Securities
43yrs
Top advisor by experience in Broadview Heights
6yrs
Daniel Cunningham
Full name on record: Daniel Patrick Cunningham
Financial advisor at Cunningham Wealth Management
Daniel Cunningham has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Broadview Heights, Ohio. Daniel joined Cunningham Wealth Management in 2021, a firm offering financial planning, investment management, and selecting outside investment managers. Cunningham Wealth Management reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 61 advisors with offices in Broadview Heights, and one of 46 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office60 Eagle Valley Court, Broadview Heights, OH 44147
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$510,780
Advisors at the firm4
States licensed ?1 state
Services through Cunningham Wealth Management
Financial planningInvestment management for individuals and small businessesChoosing 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 65Uniform Investment Adviser Law Examination
Career
- 2021 – nowCunningham Wealth ManagementCurrent firm
Contact Daniel
(440) 717-1350Cunningham Wealth Management main office 60 Eagle Valley CourtBroadview Heights, OH 44147Office · Get directions LinkedIn pageCunningham Wealth Management
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Cunningham Wealth Management at (440) 717-1350 and ask for Daniel Cunningham. Daniel works from the Broadview Heights, OH office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2020, about 6 years. 6 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?
Cunningham Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other 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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