Daniel Michael, financial advisor Buffalo MN

Daniel Michael

CRD Number: 1492327
Current Firm: Harbour Investments, Inc.

Daniel Michael (CRD# 1492327) is an Investment Advisor Representative working at Harbour Investments, Inc. in Buffalo, MN and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Harbour Investments, Inc. Madison, WI Aug 2001 - Current 19
Dwm Investment Counsel Delano, MI Aug 2001 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S66 NASAA Uniform Combined State Law Examination Aug 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Daniel W. Michael
Phone Number: 608-662-6100
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    2,745
    MILLIONS
  • Total Number of Accounts
    18,686
    ACCOUNTS
  • Average Account Value
    $146,921
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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