Daniel Joseph Flusche

Financial advisor at Goldman Sachs Wealth Services, LP · Dallas, TX

Last updated 2026-10-10

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Daniel Joseph Flusche is a financial advisor at Goldman Sachs Wealth Services, LP in Dallas, TX, CRD 5871835. Licenses and exams on the registration: Series 66. IAPD registration began 2011-03-08.

Registration

CRD number
5871835
Registration status
Active
IAPD registration
2011-03-08
Industry Experience
15 years
Work Experience
16 years
States registered
TX

Licenses and exams

  • Series 66

Work history

  • 2010-04 to 2021-01 · The Ayco Company, Lp/mercer Allied · Dallas, TX
  • 2021-01 to Present · Goldman Sachs & Co. LLC · New York, NY

Current employment

SEC IAPD record for Daniel Joseph Flusche

Goldman Sachs Wealth Services, LP

Regulatory AUM
$31,688,347,042
Registered advisors
1,141
Offices
136
Clients per advisor
103.2 (Moderate)
Average AUM per client
$269.2K (Low)
High-net-worth client ratio
33.0% (Moderate)

Goldman Sachs Wealth Services, LP: advisors, services and reported ETF investments

About

Daniel Joseph Flusche is a financial advisor at Goldman Sachs Wealth Services, LP in Dallas, TX. Reported securities licenses include Series 66. The latest record indicates 15 years of industry experience and 16 years of reported work history. Reported roles include Goldman Sachs & Co. LLC, The Ayco Company, Lp/mercer Allied.

Goldman Sachs Wealth Services, LP's firm-level Form ADV reports 1,141 advisors across 136 offices; approximately 103.2 clients per advisor, average assets per client of $269,232, and regulatory AUM of $31.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses, Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, Publication of Periodicals or Newsletters.

What this firm offers

Filed by Goldman Sachs Wealth Services, LP on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Subscription Fees (Newsletter or Periodical)
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Engaged in Other Business
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Municipal Advisor
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

2001 Ross Avenue, Dallas, TX 75201

96 advisors at this office.

Goldman Sachs Wealth Services office in Dallas, TX

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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