Daniel Van Attenhoven (CRD# 7295183) is an Investment Advisor Representative working at Integrity Financial Corporation in Sacramento, CA and has over 3 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrity Financial Corporation | Bellevue, WA | Sep 2020 - Current | 3 |
| Cahp Credit Union | Sacramento, CA | Jun 2016 - Current | 7 |
| Teksystems | Hanover, MD | Jun 2013 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- CA
- WA
- WY
-
Total Assets Under Management549MILLIONS
-
Total Number of Accounts1,629ACCOUNTS
-
Average Account Value$337,094
- A percentage of assets under your management
- Financial planning services
- 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
- Educational seminars/workshops
AZ, CA, FL, MT, NE, NV, OR, PA, TN, TX, WA, WY
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