Daniel Murphy, financial advisor Golden Valley MN
81 score

Daniel Murphy

CRD Number: 5441938
Current Firm: Resources Investment Advisors

Daniel Murphy (CRD# 5441938) is an Investment Advisor Representative working at Resources Investment Advisors in Golden Valley, MN and has over 9 years of experience in the finance industry.

Similar Advisors
Timothy Brown, financial advisor Golden Valley MN
Timothy B. Brown
CRD# 2665369
Brown Wealth Management, LLC
Score
103
Similar Advisors
Phillip Christenson, financial advisor Golden Valley MN
Phillip R. Christenson
CRD# 5082883
Phillip James Financial Company
Score
103
Similar Advisors
Eric Hutchens, financial advisor Golden Valley MN
Eric J. Hutchens
CRD# 4207178
Allodium Investment Consultants, LLC
Score
103
Company Name Location Dates Years
Resources Investment Advisors, Inc. Golden Valley, MN Dec 2014 - Current 2
Lpl Financial LLC Golden Valley, MN Sep 2013 - Current 3
Bukaty Companies Financial Services Golden Valley, MN Dec 2014 - Dec 2014 < 1
Financial Advocates Advisory Services Golden Valley, MN Jan 2014 - Dec 2014 < 1
Ameriprise Financial Services, Inc. Minneapolis, MN Nov 2008 - Sep 2013 4
Edward Jones St Louis, MO Aug 2008 - Oct 2008 < 1
Amieriprise Financial Services, Inc. Minneapolis, MN Oct 2007 - Jul 2008 < 1
Northern Tool And Equipment Forest Lake, MN Aug 2003 - Oct 2007 4
North Country Autobody Hugo, MN Sep 2004 - Feb 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Daniel J. Murphy
Phone Number: 913-338-5300
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    4,124
    MILLIONS
  • Total Number of Accounts
    3,881
    ACCOUNTS
  • Average Account Value
    $1,062,669
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)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IL, KS, LA, MI, MN, MO, ND, NE, OH, OK, TN, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from Daniel Murphy and other advisors.
BADGES
81

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.