Daniel McGinnis, financial advisor Minneapolis MN
90 score

Daniel McGinnis

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Daniel R. McGinnis
Phone Number: 612-492-8800
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    97
    MILLIONS
  • Total Number of Accounts
    500
    ACCOUNTS
  • Average Account Value
    $193,516
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AZ, CA, FL, IL, IN, MN, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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