Unclaimed Profile

Daniel Andrew Vise

THE FOCUS GROUP ADVISORS, LLC·BARTLESVILLE, Oklahoma

Series 6, Series 7, Series 31, Series 63, Series 6526 years registeredTHE FOCUS GROUP ADVISORS, LLC

117 WEST FIFTH STREET, BARTLESVILLE, OK 74003CRD# 3140821Firm CRD# 117845

Profile Verification

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

Identity

Daniel Andrew Vise · BARTLESVILLE, OK

Registration

CRD #3140821 · THE FOCUS GROUP ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

FG WEALTH MANAGEMENT

Feb 2005 – present

ONYX WEALTH ADVISORS, INC.

Feb 2013 – Dec 2013

BARTLESVILLE, OK

BRECEK & YOUNG ADVISORS, INC.

Feb 2005 – Dec 2005

BARTLESVILLE, OK

AXA ADVISORS, LLC

May 2000 – Feb 2005

BARTLESVILLE, OK

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · May 31, 2000

Years registered · 26

Disclosure History

2017Customer Dispute·Settled

2013Customer Dispute·Pending

2013Customer Dispute·Settled

2012Customer Dispute·Settled

8 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

THE FOCUS GROUP ADVISORS, LLC

CRD 117845 · SEC 801-67382

AUM

$1M

Regulatory assets under management

Employees

79 client accounts

Services offered by THE FOCUS GROUP ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE FOCUS GROUP ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Andrew Vise offer?

Daniel Andrew Vise specializes in Financial Planning, Investment Management. Contact their office in BARTLESVILLE, Oklahoma for a consultation.

What are Daniel Andrew Vise's credentials?

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

Where is Daniel Andrew Vise located?

Daniel Andrew Vise is based in BARTLESVILLE, Oklahoma, working with THE FOCUS GROUP ADVISORS, LLC. Their office serves clients in the BARTLESVILLE metropolitan area and surrounding communities.

How does Daniel Andrew Vise charge for services?

Daniel Andrew Vise'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 THE FOCUS GROUP ADVISORS, LLC?

THE FOCUS GROUP ADVISORS, LLC has approximately 3 employees and manages $1M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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