Kristen DanielsCRD Number: 1251854
Current Firm: Cetera Advisors LLC
Kristen Daniels (CRD# 1251854) is an Investment Advisor Representative working at Cetera Advisors LLC in Saint Cloud, MN and has over 30 years of experience in the finance industry.
Thrivent Investment Management Inc.
Ameriprise Financial Services, Inc.
Northwestern Mutual Investment Services,llc
|Cetera Advisors LLC||Denver, CO||Apr 2017 - Current||< 1|
|Cetera Investment Advisers LLC||St Cloud, MN||Jan 2014 - Current||4|
|Cetera Investment Services LLC||St. Cloud, MN||Sep 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1987|
Total Assets Under Management10,963MILLIONS
Total Number of Accounts51,290ACCOUNTS
Average Account Value$213,755
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV