Daniel Lundeberg, financial advisor Rolling Meadows IL

Daniel Lundeberg

CRD Number: 6615525
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Daniel Lundeberg (CRD# 6615525) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Meadows, IL and has over 5 years of experience in the finance industry.

Similar Advisors
Randy Kurtz, financial advisor Rolling Meadows IL
Randy D. Kurtz
CRD# 4579297
Upper Left Wealth Management, LLC
Similar Advisors
Charles Melka, financial advisor Rolling Meadows IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Gregory Aagaard, financial advisor Rolling Meadows IL
Gregory S. Aagaard
CRD# 4993109
Securities America Advisors, Inc.
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows, IL Feb 2016 - Current 5
Unemployed Schaumburg, IL Jul 2015 - Feb 2016 < 1
Stericycle Northbrook, IL Jan 2015 - Jul 2015 < 1
In The Swim Discount Pool Supplies West Chicago, IL Mar 2013 - Dec 2014 1
Unemployed Schaumburg, IL Dec 2012 - Feb 2013 < 1
Illinois State University Normal, IL Aug 2008 - Dec 2012 4
Schaumburg Park District Schaumburg, IL May 2006 - Sep 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2016
S66 NASAA Uniform Combined State Law Examination Apr 2019
Contact Info for Daniel P. Lundeberg
Phone Number: 800-637-7455
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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.