Daniel Benedum (CRD# 4201386) is an Investment Advisor Representative working at Gladstone Wealth Partners in Colgate, WI and has over 23 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gladstone Wealth Partners | Colgate, WI | Mar 2022 - Current | 2 |
| Lpl Financial LLC | Colgate, WI | Dec 2020 - Current | 3 |
| Silverleaf Advisor Group, LLC | Colgate, WI | Dec 2020 - Mar 2022 | 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Dec 2020 | 5 |
| Morgan Stanley | Milwaukee, WI | Dec 2013 - Dec 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2007 |
- NE
- WI
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Total Assets Under Management4,004MILLIONS
-
Total Number of Accounts15,270ACCOUNTS
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Average Account Value$262,205
- A percentage of assets under your management
- 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)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, 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, WY
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