Daniel Willing (CRD# 6849191) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in San Francisco, CA and has over 6 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
U.s. Bancorp Investments, Inc. | San Francisco, CA | Jun 2021 - Current | 2 |
U.s. Bank | San Francisco, CA | Jan 2021 - Current | 3 |
Rbc Capital Markets, LLC | Minneapolis, MN | Aug 2017 - Jan 2021 | 3 |
Henningson & Snoxell, Ltd | Maple Grove, MN | Sep 2016 - Aug 2017 | < 1 |
Willing Law Ltd. | Minneapolis, MN | Apr 2016 - Sep 2016 | < 1 |
Rsm Us LLP | Minneapolis, MN | Dec 2014 - Apr 2016 | 1 |
Minnesota Department Of Revenue | St. Paul, MN | Oct 2012 - Dec 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- CA
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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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