Daniel Plewa (CRD# 7565067) is an Investment Advisor Representative working at Lpl Financial LLC in Mount Pleasant, WI and has 1 year of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Johnson Financial Group | Mt. Pleasant, WI | May 2022 - Current | 1 |
| Lpl Financial, LLC | Mount Pleasant, WI | May 2022 - Current | 1 |
| University Of Wisconsin - Whitewater | Whitewater, WI | Sep 2018 - May 2022 | 3 |
| Johnson Financial Group | Franklin, WI | Jun 2021 - Aug 2021 | < 1 |
| Eder Flag | Oak Creek, WI | May 2020 - Jan 2021 | < 1 |
| Johnson Financial Group | Milwaukee, WI | May 2019 - Jan 2020 | < 1 |
| Marcus Theaters | Greendale, WI | Jun 2017 - May 2019 | 1 |
| Henry Schein Dental | West Allis, WI | Jun 2018 - Sep 2018 | < 1 |
| Franklin High School | Franklin, WI | Sep 2014 - Jun 2018 | 3 |
| Sendiks Food Market | Franklin, WI | Sep 2016 - Nov 2016 | < 1 |
| Forest Park Middle School | Franklin, WI | May 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- TX
- WI
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.