Ameriprise Financial Services
46yrs
Top advisor by experience in Chesterfield
3yrs
Daniel Velcheck
Financial advisor at Osaic Wealth
Daniel Velcheck has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Chesterfield, Missouri. After less than a year at Primerica Advisors, Daniel joined Osaic Wealth in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 600 advisors with offices in Chesterfield, and one of 570 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office16640 Chesterfield Grove Ct Suite 160, Chesterfield, MO 63005
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.
Career
- Oct 2024 – nowOsaic Wealth, Inc.Current firm
- Aug 2024 – Oct 2024PFS Investments Inc.Previously
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Osaic Wealth at 800-821-5100 and ask for Daniel Velcheck. Daniel works from the Chesterfield, MO 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 63, 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?
Osaic Wealth 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.
Other advisors nearby
Oppenheimer &
46yrs
Raymond Faupel
Financial advisor
Chesterfield Ridge Circle 16401 Swingley Ridge Rd Suite 425
Chesterfield, MO 63017
Chesterfield, MO 63017
Top 1% by experience in Chesterfield
LPL Financial
46yrs
Top 1% by experience in Chesterfield
Morgan Stanley
46yrs
Top 1% by experience in Missouri
Morgan Stanley
46yrs
Top 1% by experience in Missouri
Wells Fargo Advisors
45yrs
Top 1% by experience in Chesterfield