LPL Financial
47yrs
Top advisor by experience in Grand Rapids
3yrs
Daniel Mushlock
Financial advisor at Cetera Investment Advisers
Based in Grand Rapids, Michigan, Daniel Mushlock is a fiduciary financial advisor with 3 years of industry experience. Daniel has been with Cetera Investment Advisers since 2023. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1010 advisors with offices in Grand Rapids, and one of 941 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office161 Ottawa Ave NW Suite 116-M, Grand Rapids, MI 49503
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
Contact Daniel
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Daniel. 161 Ottawa Ave NW Suite 116-MGrand Rapids, MI 49503Office · 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 Mushlock. Daniel works from the Grand Rapids, MI office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2023, about 3 years. 3 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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