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 6 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Feltl And Company||Minneapolis, MN||Oct 2014 - Current||3|
|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 Management110MILLIONS
Total Number of Accounts562ACCOUNTS
Average Account Value$196,576
- 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)
AL, AZ, CA, FL, GA, IA, IL, IN, KS, MA, MN, MO, NC, ND, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI
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