Daniel Robertson, financial advisor Emporia KS

Daniel Robertson

CRD Number: 4293560
Current Firm: Cetera Investment Advisers LLC

Daniel Robertson (CRD# 4293560) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Emporia, KS and has over 23 years of experience in the finance industry.

Similar Advisors
Richard Croll, financial advisor Emporia KS
Richard D. Croll
CRD# 3036979
Lpl Financial LLC
Similar Advisors
Eric Dieker, financial advisor Emporia KS
Eric A. Dieker
CRD# 2115503
Cetera Investment Advisers LLC
Similar Advisors
Derrick Duncan, financial advisor Emporia KS
Derrick S. Duncan
CRD# 2132471
Lpl Financial LLC
Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Aug 2001 - Current 22
Cetera Financial Specialists LLC Schaumburg, IL Oct 2000 - Current 23
Agler & Gaeddert, Chartered Emporia, KS Dec 1997 - Current 26
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2001
Contact Info for Daniel R. Robertson
Phone Number: 888-528-2987
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
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)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Daniel Robertson and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.