Daniel HartnettCRD Number: 6154895
Current Firm: Wells Fargo Clearing Services, LLC
Daniel Hartnett (CRD# 6154895) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Des Moines, IA and has 1 year of experience in the finance industry.
Thrivent Investment Management Inc.
Fsc Securities Corporation
Foster Group, Inc.
|Wells Fargo Clearing Services, LLC||Cedar Rapids, IA||Sep 2019 - Current||2|
|Wells Fargo Bank Na||Cedar Rapids, IA||Apr 2011 - Current||10|
|Wells Fargo Advisors LLC||Cedar Falls, IA||Jan 2013 - Jul 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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