Daniel Bakker (CRD# 6756200) is an Investment Advisor Representative working at Private Advisor Group, LLC in Schererville, IN and has over 6 years of experience in the finance industry. Daniel Bakker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4320235
Edward Jones
CRD# 1645288
Adamec Financial Group, Inc.
CRD# 6691750
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Schererville, IN | Feb 2021 - Current | 3 |
| Private Advisor Group | Schererville, IN | Jan 2021 - Current | 3 |
| Vector Marketing | Oak Lawn, IL | May 2014 - Current | 9 |
| Davis And Wallman Financial, LLC | Rensselaer, IN | May 2018 - Jul 2019 | 1 |
| Horace Mann Investors, Inc. | Springfield, IL | May 2018 - Jul 2019 | 1 |
| Horace Mann Companies | Springfield, IL | May 2018 - Jul 2019 | 1 |
| Charles Schwab & Company, Inc. | Indianapolis, IN | Feb 2017 - Mar 2018 | 1 |
| The Hamstra Group | Wheatfield, IN | Jun 2009 - Jan 2017 | 7 |
| Purdue University | West Lafayette, IN | Aug 2014 - Dec 2016 | 2 |
| Modern Woodmen Of America | Greenwood, IN | May 2016 - Aug 2016 | < 1 |
| Uber Technologies | West Lafayette, IN | Sep 2015 - May 2016 | < 1 |
| Liberty University | Lynchburg, VA | Jan 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2017 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- IN
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Total Assets Under Management31,536MILLIONS
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Total Number of Accounts122,156ACCOUNTS
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Average Account Value$258,160
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, WY
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