Daniel Misken (CRD# 2814679) is an Investment Advisor Representative working at Catey, Inc. in Denver, CO and has over 23 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 5495455
Schaefer Financial Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Catey, Inc. | Denver, CO | Jun 2021 - Current | 2 |
| Misken Benefit Group | Littleton, CO | Jan 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2000 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- CA
- CO
- MA
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$780,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, MA
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