Daniel WielandCRD Number: 1305837
Current Firm: U.s. Bancorp Investments, Inc.
Daniel Wieland (CRD# 1305837) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Schofield, WI and has over 15 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Associated Retirement Planners, Inc.
|U.s. Bancorp Investments, Inc.||Wausau, WI||Dec 2001 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2001|
|S66||NASAA Uniform Combined State Law Examination||Oct 2009|
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- 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)
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