Daniel Esselman, financial advisor Lees Summit MO
93 score

Daniel Esselman

CRD Number: 6112202
Current Firm: Commerce Brokerage Services, Inc.

Daniel Esselman (CRD# 6112202) is an Investment Advisor Representative working at Commerce Brokerage Services, Inc. in Lees Summit, MO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Commerce Brokerage Services, Inc. Saint Louis, MO May 2017 - Current < 1
Woodbury Financial Services Inc. Overland Park, KS Dec 2014 - May 2017 2
Mutual Of Omaha Investor Services, Inc. Omaha, NE Aug 2012 - Dec 2014 2
Mutual Of Omaha Overland Park, KS May 2012 - Dec 2014 2
Rockhurst University Kanas City, MO Feb 2011 - May 2012 1
Kansas City Country Club Prarie Village, KS May 2010 - Feb 2011 < 1
Rockhurst University Kansas City, MO Aug 2008 - May 2010 1
Express Men Overland Park, KS Jan 2008 - Jul 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Daniel J. Esselman
Phone Number: 314-746-8777
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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