Daniel Cox, financial advisor Madison WI

Daniel Cox

CRD Number: 3241337
Current Firm: Trustage Investment Management

Daniel Cox (CRD# 3241337) is an Investment Advisor Representative working at Trustage Investment Management in Madison, WI and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Mutual Group Waverly, IA Nov 2006 - Current 17
Cuna Brokerage Services, Inc. Waverly, IA Nov 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
S65 NASAA Investment Advisors Law Examination Dec 2008
Contact Info for Daniel E. Cox
Phone Number: 6082385851
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    32,032
    MILLIONS
  • Total Number of Accounts
    361
    ACCOUNTS
  • Average Account Value
    $88,732,396
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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