Dane ZaherCRD Number: 6977812
Current Firm: Equitable Advisors, LLC
Dane Zaher (CRD# 6977812) is an Investment Advisor Representative working at Equitable Advisors, LLC in Middleton, WI and has over 3 years of experience in the finance industry.
Wismed Financial, Inc.
Harbour Investments, Inc.
Baker Tilly Wealth Management, LLC
|Equitable Advisors, LLC||New York, NY||Aug 2019 - Current||3|
|Paramount Financial||Middleton, WI||May 2018 - Current||4|
|Axa Advisors, LLC||New York, NE||Aug 2019 - Jun 2020||< 1|
|University Of Wisconsin-eau Claire||Eau Claire, WI||Aug 2015 - May 2019||3|
|Lawn Service||Waunakee, WI||Mar 2009 - May 2019||10|
|American Family Insurance||Madison, WI||May 2017 - Aug 2017||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management24,117MILLIONS
Total Number of Accounts74,518ACCOUNTS
Average Account Value$323,635
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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