Tony Daniel
Financial Advisor and Retirement Plan Specialist at Nelson Murphy Insurance & Investments
- Role
- Partner at Nelson Murphy Insurance And Investments
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Tony Daniel
Why is financial planning and investment management so stressful? That\'s because many people create goals, but not plans. My role is to help individuals and businesses successfully achieve financial wellness by creating a plan of attack and a partnership to see it through.Securities and advisory services offered through Commonwealth Financial Network®, / a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Nelson Murphy Insurance and Investments 9290 W. Dodge Rd. STE 402 Omaha, NE 68••••••••00The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use:
Experience
Partner
Nelson Murphy Insurance And Investments
Jan 2022 — Present · Omaha, NE, US
I provide oversight of our Financial Wellness and Corporate Retirement Plan services. Our model is to provide a hands-on approach to individuals with their financial and retirement planning needs.
Education
Creighton University
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
2002 — 2005
Skills
- Pensions
- Mutual Funds
- Qualified Retirement Plans
- Investment Advisory
- Finance
- Personal Financial Planning
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