Daniel NitschCRD Number: 5419736
Current Firm: Bmo Harris Financial Advisors, Inc.
Daniel Nitsch (CRD# 5419736) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Noblesville, IN and has over 4 years of experience in the finance industry.
I4 Advisors LLC
Canterbury Investment Management, LLC
Peloton Wealth Strategists, Inc.
|Bmo Harris Financial Advisors, Inc.||Noblesville, IN||Feb 2013 - Current||4|
|Edward Jones||St Louis, MO||Oct 2012 - Jan 2013||< 1|
|American Funds||Carmel, IN||Jun 2008 - Oct 2012||4|
|Today's Staffing / Sfn Group||Indianapolis, IN||Aug 2007 - Jun 2008||< 1|
|Blockbuster||Indianapolis, IN||May 2003 - Aug 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management11,801MILLIONS
Total Number of Accounts119,705ACCOUNTS
Average Account Value$98,584
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV