Daniel Fox (CRD# 4524190) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has over 10 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Glk Foods, LLC | Appleton, WI | Jul 2020 - Current | 3 |
| Endowment Wealth Management, Inc. | Appleton, WI | Jul 2014 - Current | 9 |
| Fox Financial Group | Appleton, WI | Jul 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
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Total Assets Under Management354MILLIONS
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Total Number of Accounts2,076ACCOUNTS
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Average Account Value$170,745
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
FL, GA, IL, SC, TX, WI
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