Daniel Bresson (CRD# 1360768) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in New Berlin, WI and has over 15 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scf Investment Advisors, Inc. | San Diego, CA | Jul 2023 - Current | < 1 |
| Global View Capital Management, LLC | Waukesha, WI | Jan 2014 - Jul 2023 | 9 |
| Global View Captial Advisors, LLC | Waukesha, WI | Jun 2013 - Jul 2023 | 10 |
| Global View Capital Insurance Services, LLC | Waukesha, WA | Nov 2010 - Jul 2023 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- WI
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Total Assets Under Management2,554MILLIONS
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Total Number of Accounts11,146ACCOUNTS
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Average Account Value$229,155
- A percentage of assets under your management
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- 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, WY
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