Daniel RogowskiCRD Number: 5992688
Current Firm: Harman Rogowski & Associates
Compensation Model: Fee Only
Daniel Rogowski (CRD# 5992688) is an Investment Advisor Representative working at Harman, Rogowski, & Associates in Mckinney, TX and has over 12 years of experience in the finance industry.
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Harman Rogowski & Associates||McKinney, TX||Jan 2019 - Current||2|
|Legion Wealth Management LLC||Mckinney, TX||Aug 2013 - Current||8|
|Harvard University||Cambridge, MA||Feb 2012 - Current||9|
|Bank Of America N.a||Mckinney, TX||Aug 2012 - Aug 2013||1|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Mckinney, TX||May 2012 - Aug 2013||1|
|Merrill Lynch, Pierce, Fenner &amp; Smith Incorporated||Mckinney, TX||Sep 2011 - Apr 2012||< 1|
|University Federal Credit Union||Austin, TX||Aug 2009 - Sep 2011||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2012|
|S65||NASAA Investment Advisors Law Examination||May 2012|
Total Assets Under Management72MILLIONS
Total Number of Accounts356ACCOUNTS
Average Account Value$202,574
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.