Daniel Rundahl, financial advisor Urbandale IA
68 score

Daniel Rundahl

CRD Number: 5579088
Current Firm: Brokers Financial

Daniel Rundahl (CRD# 5579088) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Brokers International Financial Services Sheldahl, IA Jan 2018 - Current < 1
Ingold Group LLC Marshalltown, IA Oct 2017 - Current < 1
Thrivent Investment Management Inc. Johnston, IA Aug 2008 - Current 9
Thrivent Financial For Lutherans Appleton, WI Aug 2008 - Current 9
Combined Insurance West Des Moines, IA Mar 2005 - Aug 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Daniel J. Rundahl
Phone Number: 877-886-1939
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    290
    MILLIONS
  • Total Number of Accounts
    2,336
    ACCOUNTS
  • Average Account Value
    $124,043
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, VT, WA, WI, WV

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BADGES
68

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