Daniel Wilson, financial advisor Delafield WI

Daniel Wilson

CRD Number: 2810851
Current Firm: Midland Financial Advisors, Inc.
Compensation Model: Both
Daniel Wilson (CRD# 2810851) is an Investment Advisor Representative working at Cedarpoint Investment Advisors, Inc. in Delafield, WI and has over 19 years of experience in the finance industry. Daniel Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CONTACT
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Professional Designations
Company Name Location Dates Years
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
Contact Info for Daniel W. Wilson
Phone Number: 262-303-4503
Firm Website: http://www.midlandfa.com
Registered State(s):
  • AZ
  • FL
  • IL
  • NC
  • TX
  • MN
  • CA
  • WI
By the Numbers
  • Total Assets Under Management
    256
    MILLIONS
  • Total Number of Accounts
    1,009
    ACCOUNTS
  • Average Account Value
    $254,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, MN, MO, NC, NE, TX, WI

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Data verified by both the advisor and the public regulatory data.

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