Daniel WinterCRD Number: 1851089
Current Firm: Confluence Investment Management LLC
Daniel Winter (CRD# 1851089) is an Investment Advisor Representative working at Confluence Investment Management LLC in Saint Louis, MO and has over 18 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Confluence Investment Management LLC||Saint Louis, MO||May 2008 - Current||8|
|Gallatin Asset Management, Inc.||St. Louis, MO||Oct 2005 - May 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
Total Assets Under Management3,882MILLIONS
Total Number of Accounts10,239ACCOUNTS
Average Account Value$379,156
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV