Daniel Morillo Blandon (CRD# 7800430) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Johnson Wealth Inc. | Milwaukee, WI | Aug 2023 - Current | < 1 |
| Johnson Bank | Milwaukee, WI | Aug 2022 - Current | 1 |
| Johnson Bank | Milwaukee, WI | Oct 2021 - Aug 2022 | < 1 |
| Unemployed | Milwaukee, WI | Aug 2021 - Sep 2021 | < 1 |
| Sc Wave | Waukesha, WI | Aug 2020 - Jul 2021 | < 1 |
| Milwaukee Wave | Milwaukee, WI | Nov 2019 - Jul 2021 | 1 |
| Swits, Ltd. | Rice Lake, WI | Jan 2019 - Jul 2020 | 1 |
| Aviation Resources | Cumberland, WI | Jan 2019 - Oct 2019 | < 1 |
| Green Bay Voyageurs | Green Bay, WI | May 2019 - Aug 2019 | < 1 |
| Milwaukee Wave | Milwaukee, WI | Nov 2018 - Dec 2018 | < 1 |
| Lakeland Tropics | Lakeland, FL | May 2018 - Oct 2018 | < 1 |
| Onemain Financial | Rice Lake, WI | Feb 2018 - Apr 2018 | < 1 |
| Quanex Building Products | Rice Lake, WI | Jan 2018 - Feb 2018 | < 1 |
| Florida Southern College | Lakeland, FL | Sep 2017 - Dec 2017 | < 1 |
| Altria Group, Inc. | St. Petersburg, FL | May 2017 - Aug 2017 | < 1 |
| Florida Southern College | Lakeland, FL | Sep 2016 - May 2017 | < 1 |
| Self Employed | St. Petersburg, FL | May 2016 - Sep 2016 | < 1 |
| University Of Dubuque | Dubuque, IA | Sep 2015 - May 2016 | < 1 |
| Tarantino & Associates | Waukesha, WI | May 2015 - Sep 2015 | < 1 |
| University Of Dubuque | Dubuque, IA | Sep 2014 - May 2015 | < 1 |
| La Casa De Esperanza | Waukesha, WI | Jun 2014 - Sep 2014 | < 1 |
| Waukesha North High School | Waukesha, WI | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- WI
-
Total Assets Under Management8,436MILLIONS
-
Total Number of Accounts2,516ACCOUNTS
-
Average Account Value$3,352,928
- A percentage of assets under your management
- 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)
AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
About Wealthminder
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 derived from SEC.gov data covering 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.
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.