Daniel WilsonCRD Number: 2810851
Current Firm: Midland Financial Advisors, Inc.
Compensation Model: Both
Annex Wealth Management, LLC
Pgim Investments LLC
Wealth Enhancement Advisory Services, LLC
|Cedarpoint Investment Advisors||Wauwatosa, WI||Aug 2009 - Current||11|
|Capital Financial Services||Minot, ND||Sep 2009 - May 2010||< 1|
|Voyager Capital||Lake Genieva, WI||Feb 2008 - Aug 2009||1|
|J.p. Morgan Securities Inc.||Madison, WI||Sep 1998 - Feb 2008||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1996|
|S65||NASAA Investment Advisors Law Examination||Dec 1996|
Total Assets Under Management256MILLIONS
Total Number of Accounts1,009ACCOUNTS
Average Account Value$254,000
- A percentage of assets under your management
- Hourly charges
- 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
AZ, CA, FL, IL, MN, MO, NC, NE, TX, WI
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