Daniel Niednagel, financial advisor Laguna Beach CA

Daniel Niednagel

CRD Number: 5613211
Current Firm: Bird Rock Management, LLC

Daniel Niednagel (CRD# 5613211) is an Investment Advisor Representative working at Bird Rock Management, LLC in Laguna Beach, CA and has over 8 years of experience in the finance industry.

Similar Advisors
Daniel Horgan, financial advisor Laguna Beach CA
Daniel C. Horgan
CRD# 1620034
Raymond James & Associates, Inc.
Similar Advisors
James Skorheim, financial advisor Laguna Beach CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Similar Advisors
Richard Jensen, financial advisor Laguna Beach CA
Richard A. Jensen
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name Location Dates Years
Skizzim Financial San Clemente, CA Jul 2003 - Current 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2015
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Daniel D. Niednagel
Phone Number: 949-715-0900
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $11,747,500
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.