Daniel Kochsmeier, financial advisor Allentown PA

Daniel Kochsmeier

CRD Number: 6561182
Current Firm: Edward Jones

Daniel Kochsmeier (CRD# 6561182) is an Investment Advisor Representative working at Edward Jones in Allentown, PA and has over 5 years of experience in the finance industry.

Similar Advisors
Inas Abas, financial advisor Allentown PA
Inas R. Abas
CRD# 4330102
Hamilton-bates Investment Research, Inc.
Similar Advisors
Jason Abruzere, financial advisor Allentown PA
Jason E. Abruzere
CRD# 4121049
Weyhill Investment Counsel, LLC
Similar Advisors
Wayne Achey, financial advisor Allentown PA
Wayne C. Achey
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Edward Jones Bethlehem, PA Oct 2018 - Current 5
Unemployed Bethlehem, PA Jun 2018 - Oct 2018 < 1
Morgan Stanley Columbus, OH Jul 2017 - Jun 2018 < 1
Walters Excavating Bethlehem, PA Jun 2017 - Jul 2017 < 1
Cedarville University Cedarville, OH Aug 2016 - May 2017 < 1
Cedarville University Cedarville, OH Aug 2013 - May 2017 3
Abacus Wealth Partners Philadelphia, PA Jun 2016 - Aug 2016 < 1
Cedarville University Cedarville, OH Aug 2015 - May 2016 < 1
Wichman, Newell, And Stephan Professional Investment Management Xenia, OH Sep 2015 - Dec 2015 < 1
Walters Excavating Bethlehem, PA May 2015 - Aug 2015 < 1
Walters Excavating Bethlehem, PA May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2018
S66 NASAA Uniform Combined State Law Examination Dec 2018
Contact Info for Daniel Kochsmeier
Phone Number: 314-515-2000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
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

Ready to hire a financial advisor? Get competitive proposals from multiple 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.