Daniel AuskalnisCRD Number: 5574362
Current Firm: Optimum Investment Advisors, LLC
Daniel Auskalnis (CRD# 5574362) is an Investment Advisor Representative working at Optimum Investment Advisors, LLC in Chicago, IL and has over 5 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
|Optimum Investment Advisors LLC||Chicago, IL||Apr 2012 - Current||4|
|North Bridge Staffing Group||Chicago, IL||Dec 2011 - Mar 2012||< 1|
|Vestor Capital Partners, LLC||Chicago, IL||Oct 2010 - Sep 2011||< 1|
|Vestor Capital Corporation||Chicago, IL||Jul 2008 - Oct 2010||2|
|Northbridge Staffing||Chicago, IL||Mar 2008 - Jul 2008||< 1|
|Ashley Capital||Chicago, IL||Feb 2008 - May 2008||< 1|
|Northern Illinois University||Dekalb, IL||Sep 2007 - Dec 2007||< 1|
|Moraine Valley College||Palos Heights, IL||Sep 2006 - Aug 2007||< 1|
|Moraine Valley College||Palos Heights, IL||Sep 2005 - Aug 2007||1|
|Oberweis Dairy||Palos Park, IL||Jun 2005 - Apr 2006||< 1|
|Carl Sandburg Hs||Orland Park, IL||Sep 2001 - Jun 2005||3|
|Supreme Car Wash||Orland Park, IL||Jun 2004 - May 2005||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
Total Assets Under Management409MILLIONS
Total Number of Accounts794ACCOUNTS
Average Account Value$514,598
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AL, CA, CO, FL, GA, IL, IN, KY, MI, NC, TX, WI
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