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.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
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 |
- CO
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Total Assets Under Management32,032MILLIONS
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Total Number of Accounts361ACCOUNTS
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Average Account Value$88,732,396
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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