Daniel SonnenbergCRD Number: 7504698
Current Firm: Edward Jones
Daniel Sonnenberg (CRD# 7504698) is an Investment Advisor Representative working at Edward Jones in Sterling, CO and has 1 year of experience in the finance industry.
Osaic Wealth, Inc.
The Ameriflex Group
|Edward Jones||St Louis, MO||Aug 2023 - Current||< 1|
|Edward Jones||St Louis, MO||Feb 2022 - Aug 2023||1|
|Special Projects Group||Loveland, CO||Sep 2021 - Feb 2022||< 1|
|Doordash||Greeley, CO||Jun 2021 - Aug 2021||< 1|
|National Vision/ America's Best||Greeley, CO||Jul 2020 - May 2021||< 1|
|University Of Northern Colorado||Greeley, CO||Jun 2020 - Dec 2020||< 1|
|Front Range Community College||Fort Collins, CO||Jan 2020 - Dec 2020||< 1|
|Colorado Tree And Firewood Company||Fort Collins, CO||Jun 2018 - Dec 2019||1|
|Colorado State University||Fort Collins, CO||Aug 2017 - Dec 2019||2|
|Northeastern Junior College||Sterling, CO||Aug 2016 - Dec 2017||1|
|Centrist Project||Denver, CO||Jun 2017 - Aug 2017||< 1|
|Northeastern Junior College||Sterling, CO||Aug 2016 - Aug 2017||1|
|Logan County Economic Development Corporation||Sterling, CO||May 2016 - Aug 2016||< 1|
|Unemployed||Sterling, CO||Jan 2012 - Aug 2016||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2022|
Total Assets Under Management593,127MILLIONS
Total Number of Accounts4,558,331ACCOUNTS
Average Account Value$130,119
- A percentage of assets under your management
- 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)
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, WY
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