Dan GasperCRD Number: 5476143
Current Firm: Voya Investment Management Company LLC
Dan Gasper (CRD# 5476143) is an Investment Advisor Representative working at Voya Investment Management Company LLC in Newport Beach, CA and has over 9 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Voya Investment Management Company LLC||New York, NY||May 2014 - Current||3|
|Voya Investments Distributor, LLC||Windsor, CT||May 2014 - Current||3|
|Voya Investment Management||Newport Beach, CA||May 2014 - Current||3|
|Ing Investments Distributor, LLC||Scottsdale, AZ||Aug 2010 - May 2014||3|
|Ing Investment Management||Scottsdale, AZ||Aug 2010 - May 2014||3|
|Ing Investment Management Company||New York, NY||Aug 2010 - May 2014||3|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Aug 2009 - Jul 2010||< 1|
|Unemployed||Scottsdale, AZ||Apr 2009 - Aug 2009||< 1|
|Ing||Phoenix, AZ||Jan 2008 - Apr 2009||1|
|Directed Services LLC||Phoenix, AZ||Jan 2008 - Apr 2009||1|
|Ing||Phoenix, AZ||Mar 2006 - Jan 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2008|
|S65||NASAA Investment Advisors Law Examination||Apr 2011|
Total Assets Under Management87,142MILLIONS
Total Number of Accounts2,322ACCOUNTS
Average Account Value$37,529,048
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.