Daniel Weaver, financial advisor Jackson MI
93 score

Daniel Weaver

CRD Number: 5370827
Current Firm: Invest Financial Corporation

Daniel Weaver (CRD# 5370827) is an Investment Advisor Representative working at Invest Financial Corporation in Jackson, MI and has over 9 years of experience in the finance industry.

Similar Advisors
Bryan Perry, financial advisor Jackson MI
Bryan S. Perry
CRD# 2494372
Ameriprise Financial Services, Inc.
Score
101
Similar Advisors
Jack Miceli, CRC, financial advisor Jackson MI
Jack M. Miceli, CRC
CRD# 5052430
Gwn Securities Inc.
Score
100
Similar Advisors
Phillip Augustine, financial advisor Jackson MI
Phillip A. Augustine
CRD# 1104189
Prudential Financial Planning Services
Score
96
Company Name Location Dates Years
Executive Wealth Management, LLC Jackson, MS Jun 2011 - Current 5
Invest Financial Corporation Jackson, MI May 2011 - Current 5
Hantz Financial Sedrvices Southfield, MI Nov 2010 - Mar 2011 < 1
Penn Mutual Life Ins Co Addison, TX Jun 2007 - Sep 2010 3
Honor Townsend And Kent, Inc. Addison, TX Jun 2007 - Sep 2010 3
College Of Wooster Wooster, OH Aug 2006 - May 2007 < 1
College Of Wooster Wooster, OH Aug 2003 - May 2007 3
Rw Mercer Jackson, MI May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for Daniel C. Weaver
Phone Number: (813) 880-5300
Registered State(s):
  • DC
  • FL
  • MI
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Daniel Weaver and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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.