Daniel Kulibert (CRD# 7860396) is an Investment Advisor Representative working at Triad Wealth Partners, LLC in Clovis, CA and has 1 year of experience in the finance industry.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Wealth Partners | Lawrence, KS | Nov 2023 - Current | < 1 |
| Unemployed | Clovis, CA | Apr 2023 - Oct 2023 | < 1 |
| Motorola Solutions | Fresno, CA | Feb 2017 - Mar 2023 | 6 |
| Nops.io | San Jose, CA | Feb 2016 - Feb 2017 | 1 |
| Pelco | Clovis, CA | Jul 2009 - Feb 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- CA
- KS
-
Total Assets Under Management153MILLIONS
-
Total Number of Accounts1,191ACCOUNTS
-
Average Account Value$128,783
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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)
AL, AR, CA, FL, IL, IN, KS, MI, MO, NC, NV, NY, OH, PA, TX, WA, WI
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