Daniel Frasier (CRD# 6109871) is an Investment Advisor Representative working at Principal Securities, Inc. in Sioux Falls, SD and has over 11 years of experience in the finance industry.
CRD# 5588123
Compass Financial Group, Inc.
CRD# 6868599
Cwm, LLC
CRD# 2610909
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prinicpal Life Insurance Co | Sioux Falls, SD | Jan 2020 - Current | 4 |
| Principal Securities Inc. | Sioux Falls, SC | Jan 2020 - Current | 4 |
| Dan Frasier | Sioux Falls, SD | Jan 2015 - Jan 2020 | 5 |
| Waddell & Reed Inc. | Sioux Falls, SD | Aug 2012 - Jan 2020 | 7 |
| Various Insurance Carriers For W & R Insurance Agencies | Sioux Falls, SD | Mar 2012 - Jan 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2013 |
- SD
-
Total Assets Under Management12,106MILLIONS
-
Total Number of Accounts54,844ACCOUNTS
-
Average Account Value$220,730
- 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
- Pension consulting services
- 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, 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, WY
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