Daniel Baldwin, financial advisor Green Bay WI
93 score

Daniel Baldwin

CRD Number: 1958106
Current Firm: Associated Investment Services, Inc.

Daniel Baldwin (CRD# 1958106) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Green Bay, WI and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Associated Investment Services, Inc. Green Bay, WI Oct 2012 - Current 4
Unemployed Green Bay, WI Aug 2012 - Oct 2012 < 1
Lpl Financial Charlotte, NC Mar 2011 - Aug 2012 1
Citizens Bank M7pb Green Bay, WI Mar 2011 - Aug 2012 1
Woodbury Financial Services Green Bay, WI Jul 2008 - Mar 2011 2
Bay Lake Bank Green Bay, WI Mar 1996 - Jul 2008 12
Uvest Financial Services Group, Inc. Charlotte, NC Jul 2007 - Jun 2008 < 1
Vision Asset Management, Inc. Green Bay, WI Apr 2002 - Jul 2007 5
Vision Investment Services, Inc. Green Bay, WI Jun 2001 - Jul 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for Daniel J. Baldwin
Phone Number: 800-595-7722
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    309
    MILLIONS
  • Total Number of Accounts
    2,080
    ACCOUNTS
  • Average Account Value
    $148,356
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL, IL, LA, MI, MN, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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