Daniel Woehrer (CRD# 2005164) is an Investment Advisor Representative working at Sennett Investment Counseling, Inc. in Mequon, WI and has over 34 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sennett Investment Counseling, Inc. | Mequon, WI | Feb 2005 - Current | 19 |
| St. Lawrence Seminary | Mt. Calvary, WI | Oct 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2002 |
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Total Assets Under Management32MILLIONS
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Total Number of Accounts22ACCOUNTS
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Average Account Value$1,454,545
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, WI
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