Daniel McIntyre, financial advisor Muskego WI

Daniel McIntyre

CRD Number: 1083493
Current Firm: Concourse Financial Group Advisors

Daniel McIntyre (CRD# 1083493) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Muskego, WI and has over 36 years of experience in the finance industry.

Similar Advisors
Robyn Abel, financial advisor Muskego WI
Robyn T. Abel
CRD# 6857150
Landaas & Company
Similar Advisors
Naomi Ackley, financial advisor Muskego WI
Naomi K. Ackley
CRD# 6289332
Annex Wealth Management, LLC
Similar Advisors
Chad Afdahl, financial advisor Muskego WI
Chad L. Afdahl
CRD# 5625693
Robert W. Baird & Company Incorporated
Company Name Location Dates Years
Concourse Financial Group Securities Inc. Muskego, WI May 2017 - Current 6
(dba) Corporate Central Credit Union Muskego, WI Feb 2017 - Current 7
Balance Sheet Solutions LLC Naperville, IL Jan 2003 - Feb 2017 14
Cu Investment Solutions LLC Overland Park, KS Dec 2012 - Jan 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1988
S65 NASAA Investment Advisors Law Examination Jan 2007
Contact Info for Daniel L. McIntyre
Phone Number: 800-288-3035
Registered State(s):
  • LA
  • WI
By the Numbers
  • Total Assets Under Management
    4,021
    MILLIONS
  • Total Number of Accounts
    21,163
    ACCOUNTS
  • Average Account Value
    $189,980
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Daniel McIntyre and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.