McDaniel Financial Information

View Top Employees from McDaniel Financial

McDaniel Financial is a full service financial concierge firm. We focus on intentional retirement planning as well as inheritance and spousal legacy. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business McDaniel Financial. McDaniel Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by McDaniel Financial are not subject to Investment Advisor requirements. 1933483-8/23

Website	https://www.mcdanielfinancial.net
Revenue	$8 million
Employees	7 (1 on RocketReach)
Founded	1987
Address	6969 Fern Loop Suite 203, Shreveport, Louisiana 71105, US
Phone	+1 318-798-9022
Technologies	JavaScript , HTML , PHP +15 more (view full list)
Industry	Financial Services, Finance General, Finance
Keywords	Retirement Planning, Financial Planning, Financial Concierge, Wealth Management, Financial Advisor, Retirement Advisor, Estate Planning, Investment Advisory, Wealth Advisor, Financial Services, Retirement Solutions, Inheritance Planning, Legacy Planning, Investment Planning, Financial Security, Estate Advisor, Tax Planning, Portfolio Management, Long-Term Care Planning
Competitors	Fidelity Investments, Prudential Financial, New York Life, Schwab Advisor Services, Northwestern Mutual, Edward Jones, LPL Financial, Raymond James, MassMutual, TIAA +42 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies

McDaniel Financial Questions

What is the annual revenue of McDaniel Financial?

The McDaniel Financial annual revenue was $8 million in 2026.

Who is the Owner | Financial Advisor of McDaniel Financial?

Jt McDaniel is the Owner | Financial Advisor of McDaniel Financial.

How many people are employed at McDaniel Financial?

1 people are employed at McDaniel Financial.

Where is McDaniel Financial based?

McDaniel Financial is based in Shreveport, Louisiana.

What is the NAICS code for McDaniel Financial?

The NAICS codes for McDaniel Financial are [52393, 5239, 52, 523].

What is the SIC code for McDaniel Financial?

The SIC codes for McDaniel Financial are [628, 62].

Top McDaniel Financial Employees

Jt McDaniel

Owner | Financial Advisor at McDaniel Financial

Shreveport, LA, US
2
- mcdanielfinancial.net
- gmail.com
3
- +1 318-798-XXXX
- +1 318-469-XXXX
- +1 318-798-XXXX