Daniel AndersonCRD Number: 1430537
Current Firm: Pittenger & Anderson Inc.
Daniel Anderson (CRD# 1430537) is an Investment Advisor Representative working at Pittenger & Anderson Inc. in Lincoln, NE and has over 31 years of experience in the finance industry. Daniel Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Waddell & Reed
Ameritas Investment Corp
Wells Fargo Advisors, LLC
|Pittenger & Anderson, Inc.||Lincoln, NE||Jul 1996 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1985|
Total Assets Under Management1,099MILLIONS
Total Number of Accounts916ACCOUNTS
Average Account Value$1,199,766
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, KS, LA, NE, SD, TX