Danielle Doran (CRD# 6437382) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 9 years of experience in the finance industry.
CRD# 2525091
Royal Fund Management, LLC
CRD# 1249368
Insight Securities, Inc.
CRD# 4361584
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwest Wealth Management LLC | Spencer, IA | Jan 2015 - Current | 9 |
| Northwest Bank | Spencer, IA | Jun 2008 - Current | 15 |
| Spencer Municipal Golf Course | Spencer, IA | May 2017 - Oct 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2015 |
- IA
-
Total Assets Under Management718MILLIONS
-
Total Number of Accounts3,817ACCOUNTS
-
Average Account Value$188,044
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IA, IL, IN, KS, LA, MN, MO, NE, OR, SD, TX, WI
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