Daniel Neuenfeldt (CRD# 6377897) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Katy, TX and has over 9 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 2700256
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Katy, TX | Aug 2021 - Current | 2 |
Farm Bureau | Moscow, ID | Jun 2019 - Jun 2021 | 2 |
University Of Idaho Alumni Association Board | Moscow, ID | May 2018 - Jun 2021 | 3 |
Fbl Marketing Services, LLC | West Des Moines, IA | Jul 2019 - Dec 2020 | 1 |
Jeffrey Feuerstein | Pullman, WA | Jan 2018 - Apr 2019 | 1 |
Waddell & Reed, Inc. | Pullman, WA | Jan 2015 - Apr 2019 | 4 |
Various Insurance Carriers For W & R Insurance Agencies | Moscow, ID | Jan 2015 - Apr 2019 | 4 |
Send Out Cards | Salt Lake City, UT | Jul 2017 - Jul 2018 | 1 |
Inba Outreach | Spokane, WA | May 2016 - Jul 2018 | 2 |
Spokane Entrepreneurs | Spokane, WA | Jun 2017 - Jan 2018 | < 1 |
Spokane Enological Society | Spokane, WA | Jun 2017 - Nov 2017 | < 1 |
Daniel Neueneldt LLC | Spokane, WA | Sep 2016 - Sep 2017 | 1 |
Edward Jones | St Louis, MO | Aug 2014 - Jan 2015 | < 1 |
Washington Air National Guard | Camp Murray, WA | Sep 2006 - Oct 2014 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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