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 14 years of experience in the finance industry.

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Hbks Wealth Advisors
Company Name Location Dates Years
Cetera Investment Services LLC St. Cloud, MN Dec 2015 - Current < 1
Northwest Advisors Inc. Warren, PA Nov 2013 - Current 2
Northwest Financial Meadville, PA May 2008 - Current 8
Northwest Savings Bank Warren, PA May 2008 - Current 8
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


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This advisor has a clean track record with regulators.

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