Daniel Wolfson, financial advisor Elkhart IN
89 score

Daniel Wolfson

CRD Number: 6189062
Current Firm: Rsm Us Wealth Management LLC

Daniel Wolfson (CRD# 6189062) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Elkhart, IN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Mcgladrey Wealth Management LLC Elkhart, IN Apr 2013 - Current 3
1st Source Bank South Bend, IN May 2010 - Apr 2013 2
Unemployed South Bend, IN Jan 2010 - Apr 2010 < 1
Holladay Properties South Bend, IN Oct 2009 - Dec 2009 < 1
Unemployed South Bend, IN Jun 2009 - Sep 2009 < 1
Aclu Indianapolis, IN Jan 2009 - May 2009 < 1
Borland & Baerte Indianapolis, IN Jan 2009 - May 2009 < 1
Indiana Univ School Of Law Indianapolis, IN Aug 2006 - May 2009 2
Indiana State Public Defender Indianapolis, IN May 2007 - Sep 2007 < 1
Big Idea Company South Bend, IN Jun 2005 - Aug 2006 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Daniel W. Wolfson
Phone Number: 612-376-9363
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    5,019
    MILLIONS
  • Total Number of Accounts
    11,049
    ACCOUNTS
  • Average Account Value
    $454,261
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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