Daniel Hintze (CRD# 1790436) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fond Du Lac, WI and has over 36 years of experience in the finance industry.
CRD# 5809177
Osaic Wealth, Inc.
CRD# 2186552
Commonwealth Financial Network
CRD# 2042816
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Fond Du Lac, WI | Jan 2009 - Current | 15 |
| National Exchange Bank And Trust | Fond Du Lac, WI | Aug 2006 - Current | 17 |
| Raymond James Financial Services, Inc. | Fond Du Lac, WI | Jan 1999 - Current | 25 |
| National Exchange Investment Management | Fond Du Lac, WI | Oct 1987 - Current | 36 |
| National Exchange Bank And Trust | Fon Du Lac, WI | Dec 2019 - Dec 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1988 |
- WI
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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
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