Daniel Meier (CRD# 4952880) is an Investment Advisor Representative working at Ashton Thomas Private Wealth in Middleton, WI and has over 18 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ashton Thomas Private Wealth | Scottsdale, AZ | Jun 2020 - Current | 3 |
| Advisornet Financial Partners - Phoenix | Peoria, AZ | Jun 2019 - Jun 2020 | 1 |
| Advisornet Wealth Management | Minnepolis, MN | Jan 2014 - Jun 2020 | 6 |
| Insight Financial Group | Peoria, AZ | Feb 2011 - Jun 2020 | 9 |
| Wealth Management International Ltd. | Peoria, AZ | Feb 2016 - Jun 2019 | 3 |
| Daniel Robert Meier - Sole Proprietor | Peoria, AZ | Dec 2015 - Jun 2019 | 3 |
| Cetera Advisor Networks LLC | Edina, MN | Jan 2014 - Nov 2015 | 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Feb 2011 - Nov 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- AZ
- WI
-
Total Assets Under Management2,892MILLIONS
-
Total Number of Accounts5,334ACCOUNTS
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Average Account Value$542,104
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, SC, TX, UT, VA, WA, WI, WY
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