Daniel Anderegg, financial advisor Cedar Rapids IA

Daniel Anderegg

CRD Number: 2157330
Current Firm: Cetera Investment Advisers LLC

Daniel Anderegg (CRD# 2157330) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cedar Rapids, IA and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cetera Advisor Networks LLC Cedar Rapids, IA Aug 2023 - Current < 1
Cetera Investment Advisers LLC Schaumburg, IL Aug 2023 - Current < 1
Securian Advisors Mid America Inc. Hiawatha, IA Jul 2016 - Current 7
Minnesota Life Insurance Company St. Paul, MN Jul 2016 - Aug 2023 7
Securian Financial Services Inc. St. Paul, MN Jul 2016 - Aug 2023 7
Western Fraternal Life Wealth Management Inc. Cedar Rapids, IA Dec 2015 - Jul 2016 < 1
Western Fraternal Life Association Cedar Rapids, IA Jan 2011 - Dec 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
S65 NASAA Investment Advisors Law Examination Dec 2015
S63 Uniform Securities State Law Examination Aug 2016
Contact Info for Daniel A. Anderegg
Phone Number: 888-528-2987
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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