Daniel McGinnisCRD Number: 1351308
Current Firm: Feltl Advisors
Daniel McGinnis (CRD# 1351308) is an Investment Advisor Representative working at Feltl Advisors in Minneapolis, MN and has over 4 years of experience in the finance industry.
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Feltl And Company||Minneapolis, MN||Oct 2014 - Current||2|
|Unemployed||Hastings, MN||Feb 2014 - Sep 2014||< 1|
|Wells Fargo Advisors, LLC||St. Paul, MN||Jun 2012 - Feb 2014||1|
|Thrivent Financial For Lutherans||Appleton, WI||Dec 2011 - Jun 2012||< 1|
|Thrivent Investment Management Inc.||Hastings, MN||Sep 2011 - Jun 2012||< 1|
|Mcginnis Painting||Hastings, MN||Jun 2011 - Dec 2011||< 1|
|Hit-n-run Bar And Grill||Prescott, WI||Mar 2011 - Jun 2011||< 1|
|Mcginnis Books||Hastings, MN||Nov 2010 - Mar 2011||< 1|
|Lake Arbutus Sports Bar||Neillsville, WI||Jun 2010 - Nov 2010||< 1|
|Mcginnis Painting||Hastings, MN||Aug 2009 - May 2010||< 1|
|Premier Consulting And Sales||Hastings, MN||Apr 2009 - Aug 2009||< 1|
|Mcginnis Books||Hastings, MN||Oct 2008 - Apr 2009||< 1|
|Unemployed||Hastings, MN||Aug 2007 - Oct 2008||1|
|Westside Bar And Grill||Hastings, MN||Aug 2004 - Aug 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2011|
|S66||NASAA Uniform Combined State Law Examination||Jan 2012|
Total Assets Under Management97MILLIONS
Total Number of Accounts500ACCOUNTS
Average Account Value$193,516
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, FL, IL, IN, MN, WI
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