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Daniel John Urshan is a financial advisor professional located in Hermantown, MN. They specialize in financial advisory. With over 40 years of experience, they bring deep expertise to every client.
Daniel John Urshan - Osaic Wealth, Inc. holds an active professional license (FINRA CRD) for your protection.
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Daniel John Urshan is a financial advisor based in Hermantown, Minnesota, operating through Osaic Wealth, Inc. With 40 years in the financial services industry, he brings extensive experience to client relationships. His registration with FINRA (Financial Industry Regulatory Authority) indicates professional standing within the brokerage and investment advisory sector. Urshan works with clients seeking guidance on wealth management and financial planning matters.
Daniel John Urshan holds a FINRA CRD (Central Registration Depository) number, which identifies him as a registered representative or investment professional subject to FINRA oversight. This registration means he operates under regulatory requirements set by the Financial Industry Regulatory Authority, a self-regulatory organization that supervises brokers and investment advisors. The CRD registration signals that his background, qualifications, and conduct history have been documented in a centralized database accessible to regulators and the public, ensuring accountability within the financial services industry.