Dana Wozniak, CFP, financial advisor Westminster CO

Dana Wozniak, CFP

CRD Number: 2492852
Current Firm: Edward Jones
Dana Wozniak (CRD# 2492852) is an Investment Advisor Representative working at Edward Jones in Westminster, CO and has over 18 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Edward D. Jones & Company, LP Westminster, CO Sep 1997 - Current 23
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Dec 1997
S63 Uniform Securities State Law Examination Dec 1997
S66 NASAA Uniform Combined State Law Examination Apr 2007
By the Numbers
  • Total Assets Under Management
    423,237
    MILLIONS
  • Total Number of Accounts
    3,336,586
    ACCOUNTS
  • Average Account Value
    $126,847
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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