The 401k Source

CONNECT

Address:

1649 West Shoreline Drive, Suite 102
Boise, ID 83702

Phone:

208-287-4400

Fax/Other:

208-350-6222

Mike McDaniel

Mike McDaniel

Retirement Plan Consultant/Financial Advisor

Mike is a Retirement Plan Consultant/Financial Advisor here at The 401k Source, which is a Registered Investment Advisory (RIA) firm that specializes in the implementation, oversight, and service of company sponsored retirement plans.

Mike joined the financial services industry back in 1999 with Prudential Securities. After receiving his Series 7 license, his Series 63 license, and his Series 65 license Mike hit the ground running. Shortly after entering into the business Mike noticed a glaring deficiency within the retirement plan side of the industry. It was here that his passion of retirement plan service and dedication took root.

After spending 12 plus years in the broker-dealer world, Mike realized the only way to have a significant impact on retirement plans was to work from the independent side of the business. Since 2012 Mike has worked as an independent advisor. In 2015 Mike earned his Accredited Investment Fiduciary (AIF) designation. Providing fiduciary guidance and unbiased support is exactly what drives Mike to always do what is best for his clients.

Mike has been married for 26 years to his wonderful wife and they have two outstanding children. When not in the office or meeting with clients Mike enjoys running, cycling, rowing, hanging out with his family, or cooking up a storm.

Phone 208-287-4400
Fax 208-350-6222
Mobile Phone 208-866-0349
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck