Daniel Fencl (CRD# 1430404) is an Investment Advisor Representative working at Fencl Advisory Services LLC in Cedar Falls, IA and has over 38 years of experience in the finance industry.
CRD# 5204878
Cetera Investment Advisers LLC
CRD# 5622169
Ameriprise Financial Services, LLC
CRD# 4720768
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Icm Financial Services, Inc. | Cedar Falls, IA | Jun 2018 - Current | 5 |
| Dominion Investor Services, Inc. | Horseshoe Bay, TX | Jan 1991 - Current | 33 |
| Icm Financial Services, Inc. | Waterloo, IA | Aug 1981 - Jun 2018 | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1985 |
- IA
- MN
- TX
-
Total Assets Under Management63MILLIONS
-
Total Number of Accounts320ACCOUNTS
-
Average Account Value$196,875
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IA, MN, TX
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