Daniel BeranekCRD Number: 1909292
Current Firm: Woodbury Financial Services, Inc.
Daniel Beranek (CRD# 1909292) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in New Ulm, MN and has over 28 years of experience in the finance industry.
Securian Financial Services, Inc.
Park Avenue Securities LLC
Northwestern Mutual Investment Services,llc
|Woodbury Financial||New Ulm, MN||Feb 2005 - Current||12|
|Alliance Bank||New Ulm, MN||Feb 1993 - Current||24|
|August Schell Brewery||New Ulm, MN||Jan 1990 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1989|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV