Kelly DanielsonCRD Number: 4556176
Current Firm: Cetera Investment Advisers LLC
Kelly Danielson (CRD# 4556176) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Springfield, MO and has over 14 years of experience in the finance industry.
Ledgestone Capital Management, LLC
Cetera Investment Advisers LLC
|Zynergy Financial Group LLC||Springfield, MO||Oct 2014 - Current||2|
|Asset Division Solutions, LLC||Ozark, MO||Nov 2012 - Current||4|
|Cetera Investmnt Advisers LLC||Schaumburg, IL||Aug 2003 - Current||13|
|Cetera Financial Specialists LLC||Schaumburg, IL||Jun 2002 - Current||14|
|Hlavacek, Morris, Mcintyre, Yates & Danielson||Schaumburg, IL||Jan 2005 - Oct 2014||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- A percentage of assets under your management
- Hourly charges
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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