Daniel Machnik (CRD# 5135108) is an Investment Advisor Representative working at Avantax Advisory Services in Jackson, MI and has over 17 years of experience in the finance industry.
CRD# 6751518
Edward Jones
CRD# 5591514
Edward Jones
CRD# 4660889
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, LLC | Jackson, MI | Nov 2018 - Current | 5 |
| Drpc, LLC | Michigan Center, MI | Jan 2015 - Current | 9 |
| Avantax Advisory Services | Jackson, MI | Jun 2010 - Current | 13 |
| 400 Jackson St. Properties, LLC | Jackson, MI | Jul 2008 - Current | 15 |
| Willis & Machnik Financial Services, LLC | Jackson, MI | Jan 2007 - Current | 17 |
| Avantax Investment Services, Inc. | Chicago, IL | Apr 2006 - Current | 18 |
| Pat Willis | Jackson, MI | Apr 2006 - Current | 18 |
| Blue Cross Blue Shield Of Michigan | Jackson, MI | Aug 2007 - Aug 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
- MI
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, VT, WA, WI, WV, WY
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