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Daniel Stephen Offutt is a financial advisor professional located in Whitefish, MT. They specialize in financial advisory. With over 27 years of experience, they bring deep expertise to every client.
Daniel Stephen Offutt - Cetera Financial Specialists Llc holds an active professional license (FINRA CRD) for your protection.
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Daniel Stephen Offutt operates Cetera Financial Specialists LLC in Whitefish, Montana, bringing 27 years of experience in financial advisory services. He holds a FINRA CRD license (number 2071461), which governs his practice in securities and investment advice. With nearly three decades in the industry, Offutt has developed extensive knowledge in financial planning and portfolio management within the regulatory framework that oversees investment professionals.
A FINRA CRD (Central Registration Depository) license indicates that Daniel Stephen Offutt is registered with the Financial Industry Regulatory Authority and authorized to conduct securities business. This registration means he operates under FINRA oversight, which establishes standards for conduct, compliance, and client protection in investment advisory and securities transactions. The license number (2071461) is his unique identifier in the FINRA system, allowing clients to verify his registration and disciplinary history through FINRA's public database.