Daniel WredeCRD Number: 3126393
Current Firm: H.d. Vest Advisory Services, Inc.
Daniel Wrede (CRD# 3126393) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Clara City, MN and has over 18 years of experience in the finance industry.
Sagepoint Financial, Inc.
Sutterfield Financial Group, Inc.
Ameriprise Financial Services, Inc.
|H.d. Vest Advisory Services||Clara City, MN||Dec 2000 - Current||16|
|H.d. Vest Investment Services||Clara City, MN||Sep 1998 - Current||18|
|Ron Grussing Lpa Ea||Clara City, MN||Sep 1996 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV