Unclaimed Profile

Daniel Patrick Otoole

MEEDER ASSET MANAGEMENT, INC·DUBLIN, Ohio

SIE, Series 7, Series 26, Series 63, Series 65Clean record28 years registeredMEEDER ASSET MANAGEMENT, INC

6125 MEMORIAL DRIVE, DUBLIN, OH 43017CRD# 1710600Firm CRD# 105794

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Patrick Otoole · DUBLIN, OH

Registration

CRD #1710600 · MEEDER ASSET MANAGEMENT, INC · 28 years registered

Brand Profile

Not yet started

Career History

SIMPLICITY WEALTH

Mar 2026 – present

MEEDER ADVISORY SERVICES, INC.

May 2021 – Feb 2026

DUBLIN, OH

MEEDER ASSET MANAGEMENT, INC.

Jul 2019 – May 2021

DUBLIN, OH

HORIZON INVESTMENTS LLC

Nov 2015 – Oct 2017

CHARLOTTE, NC

ASSETMARK, INC.

Jul 1998 – Nov 2015

CONCORD, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · July 15, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MEEDER ASSET MANAGEMENT, INC

CRD 105794 · SEC 801-9839

AUM

$2.4B

Regulatory assets under management

Employees

1,331 client accounts

Services offered by MEEDER ASSET MANAGEMENT, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at MEEDER ASSET MANAGEMENT, INC →

Introduction

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Frequently Asked Questions

What services does Daniel Patrick Otoole offer?

Daniel Patrick Otoole specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DUBLIN, Ohio for a consultation.

What are Daniel Patrick Otoole's credentials?

Daniel Patrick Otoole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Patrick Otoole located?

Daniel Patrick Otoole is based in DUBLIN, Ohio, working with MEEDER ASSET MANAGEMENT, INC. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.

How does Daniel Patrick Otoole charge for services?

Daniel Patrick Otoole's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MEEDER ASSET MANAGEMENT, INC?

MEEDER ASSET MANAGEMENT, INC has approximately 33 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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