Daniel Oellerich (CRD# 6261423) is an Investment Advisor Representative working at Lager & Company, Inc. in Golden Valley, MN and has 1 year of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lager & Company, Inc. | Hutchinson, MN | Mar 2020 - Current | 4 |
| Lager & Company, Inc. | Golden Valley, MN | May 2008 - Mar 2020 | 11 |
- MN
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts129ACCOUNTS
-
Average Account Value$251,938
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Other
MN
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