Daniel Simonsen, financial advisor Erie PA
93 score

Daniel Simonsen

CRD Number: 4449500
Current Firm: Northwest Advisors, Inc.

Daniel Simonsen (CRD# 4449500) is an Investment Advisor Representative working at Northwest Advisors, Inc. in Erie, PA and has over 16 years of experience in the finance industry.

Similar Advisors
Ralph Bincarowsky, financial advisor Erie PA
Ralph Bincarowsky
CRD# 1146236
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Richard Coleman, financial advisor Erie PA
Richard G. Coleman
CRD# 1419145
H. Beck, Inc.
Similar Advisors
Scott Cross, financial advisor Erie PA
Scott A. Cross
CRD# 3155528
Hbks Wealth Advisors
Company Name Location Dates Years
Cetera Investment Services LLC St. Cloud, MN Dec 2015 - Current 2
Northwest Advisors Inc. Warren, PA Nov 2013 - Current 4
Northwest Financial Meadville, PA May 2008 - Current 10
Northwest Savings Bank Warren, PA May 2008 - Current 10
Obs Whitehouse, OH Oct 2008 - Dec 2013 5
Obs Financial Services Whitehouse, OH Oct 2008 - Apr 2013 4
Uvest Financial Services Group Charlotte, NC May 2008 - Oct 2008 < 1
Metlife Investors Hartford, CT Aug 2005 - Apr 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S65 NASAA Investment Advisors Law Examination Jan 2005
Contact Info for Daniel S. Simonsen
Phone Number: (877) 300-3454
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.