Daniel Fulfer, financial advisor Colorado Springs CO
93 score

Daniel Fulfer

CRD Number: 5378468
Current Firm: Waddell & Reed

Daniel Fulfer (CRD# 5378468) is an Investment Advisor Representative working at Waddell & Reed in Colorado Springs, CO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Djf Administration Limited Colorado Springs, CO Apr 2015 - Current 1
Holy Apostles Catholic Church Colorado Springs, CO Sep 2013 - Current 3
Special Olympics Colorado Englewood, CO Sep 2013 - Current 3
Waddell & Reed, Inc. Colorado Springs, CO Apr 2010 - Current 6
Various Insurance Carriers For W&r Insurance Agencies Colorado Springs, CO Apr 2010 - Current 6
Unemployed Colorado Springs, CO Jul 2009 - Apr 2010 < 1
Strategic Financial Partners Colorado Springs, CO Jun 2007 - Jul 2009 2
Eds/mci/worldcom Colorado Springs, CO Jun 1990 - Jun 2007 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Daniel J. Fulfer
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AL
  • CO
  • IN
  • KS
  • NE
  • NV
  • WA
  • CA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • 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, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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