Daniel Buehrle, financial advisor Wauwatosa WI

Daniel Buehrle

CRD Number: 4580417
Current Firm: Principal Securities, Inc.

Daniel Buehrle (CRD# 4580417) is an Investment Advisor Representative working at Principal Securities, Inc. in Wauwatosa, WI and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Securities Wauwatosa, WI Mar 2016 - Current 8
Principal Life Insurance Company Menomonee Falls, WI Aug 2002 - Current 21
Princor Financial Services Corporation Menomonee Falls, WI Aug 2002 - Mar 2016 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S66 NASAA Uniform Combined State Law Examination Aug 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

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Contact Info for Daniel R. Buehrle
By the Numbers
  • Total Assets Under Management
    9,417
    MILLIONS
  • Total Number of Accounts
    46,075
    ACCOUNTS
  • Average Account Value
    $204,381
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, WY

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