Daniel FrasierCRD Number: 6109871
Current Firm: Waddell & Reed
Daniel Frasier (CRD# 6109871) is an Investment Advisor Representative working at Waddell & Reed in Sioux Falls, SD and has over 5 years of experience in the finance industry.
Elgethun Capital Management
Compass Financial Group
|Dan Frasier||Sioux Falls, SD||Jan 2015 - Current||3|
|Waddell & Reed Inc.||Sioux Falls, SD||Aug 2012 - Current||5|
|Various Insurance Carriers For W & R Insurance Agencies||Sioux Falls, SD||Mar 2012 - Current||6|
|Unemployed||Sioux Falls, SD||Sep 2011 - Aug 2012||< 1|
|Sd Investment Office||Sioux Falls, SD||May 2003 - Sep 2011||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- 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
- 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, 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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