Daniel Steichen (CRD# 2266816) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 29 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 4815526
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cx Institutional, LLC | Bloomington, MN | Jun 2022 - Current | 1 |
| Personal Wealth Partners LLC | Bloomington, MN | Aug 2014 - Oct 2022 | 8 |
| Lpl Financial, LLC | Bloomington, MN | Jun 1995 - May 2022 | 26 |
| Pakola, Steichen & Company LLP | Bloomington, MN | Jul 1998 - Aug 2014 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1995 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1995 |
- MN
- TX
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Total Assets Under Management2,387MILLIONS
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Total Number of Accounts8,548ACCOUNTS
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Average Account Value$279,244
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI
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