Daniel Fudala, financial advisor Palatine IL
96 score

Daniel Fudala

CRD Number: 5455956
Current Firm: Hazel Ridge Advisors, LLC

Daniel Fudala (CRD# 5455956) is an Investment Advisor Representative working at Hazel Ridge Advisors, LLC in Palatine, IL and has over 9 years of experience in the finance industry. Daniel Fudala has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hazel Ridge Advisors, LLC Palatine, IL May 2015 - Current 2
Wells Fargo Advisors LLC Barrington, IL May 2009 - Apr 2015 5
Wachovia Securities, LLC Barrington, IL Jan 2008 - May 2009 1
A.g. Edwards Barrington, IL Nov 2007 - Jan 2008 < 1
Self Employed Palatine, IL Jun 2006 - Nov 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Daniel E. Fudala
Phone Number: (224) 801-6237
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $122,807
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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