Daniel Murray (CRD# 7255038) is an Investment Advisor Representative working at Nfp Retirement Inc. in Plymouth, MN and has 1 year of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nfp Retirement Inc. | Aliso Viejo, CA | Jan 2024 - Current | < 1 |
| Ameriprise Financial Services, LLC | Forest Lake, MN | Jul 2022 - Dec 2023 | 1 |
| University Of Minnesota Duluth, Parking Services | Duluth, MN | Oct 2018 - May 2022 | 3 |
| Edward Jones Investments | Duluth, MN | May 2021 - Apr 2022 | < 1 |
| Ameriprise Financial, Kerkow And Associates | Forest Lake, MN | May 2020 - Aug 2020 | < 1 |
| Mounds View School District | Arden Hills, MN | Aug 2012 - Oct 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- MN
-
Total Assets Under Management96,454MILLIONS
-
Total Number of Accounts5,514ACCOUNTS
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Average Account Value$17,492,654
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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