Daniel Cossette has been an investment adviser representative at Cambridge Financial Group since February 2025, and is not listed among the firm’s executive officers or direct owners.
Cambridge Financial Group, LLC is a Tucson, AZ firm with $646M under management, 293 clients and 4 advisers in one office, as of its April 2026 filing.
- – present · 1 yearTucson, AZ · Adviser representative · Firm CRD 117428
Investment adviser representative registrations
Daniel Cossette is registered as an investment adviser representative in Arizona, since February 2025.
- ArizonaSince 5 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 2 February 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 18 January 2022 |
| SIE | Securities Industry Essentials Examination | 3 January 2022 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Daniel Nikolai Cossette
- CRD
- 7478100
- Firm
- Cambridge Financial Group · CRD 117428
- Office
- 6700 N. ORACLE RD., SUITE 324, Tucson, AZ 85704
- Registration
- Investment adviser registration
- In the industry since
- May 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Cossette work?
Daniel Cossette is an investment adviser representative registered through Cambridge Financial Group, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Cossette a financial advisor?
Yes. Daniel Cossette has a current investment-adviser registration in Arizona, through Cambridge Financial Group since February 2025.
How many years of experience does Daniel Cossette have?
Daniel Cossette has 3 years in the financial industry, since May 2023, across 1 adviser firm.
What exams has Daniel Cossette passed?
Daniel Cossette has passed 3 licensing exams: the SIE, Series 6TO and Series 63. The earliest, the SIE, was passed in January 2022.
Where is Daniel Cossette based?
Daniel Cossette’s registered office is in Tucson, AZ.
Is Daniel Cossette registered with FINRA?
No. Daniel Cossette has no current broker registration.
How can I verify Daniel Cossette’s record?
Search CRD 7478100 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Cossette’s full registration record.