Daniel Smith, financial advisor Whitefish Bay WI
93 score

Daniel Smith

CRD Number: 5907708
Current Firm: Wfa Asset Management Corp

Daniel Smith (CRD# 5907708) is an Investment Advisor Representative working at Wfa Asset Management Corp in Whitefish Bay, WI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Wfa Asset Management Whitefish Bay, WI Jun 2017 - Current < 1
Compound Solutions LLC West Bend, WI Aug 2016 - Jun 2017 < 1
Various Insurance Carriers For W&r Insurance Agencies West Bend, WI Nov 2011 - Jun 2017 5
Waddell & Reed, Inc. Germantown, WI May 2011 - Jun 2017 6
Quad/graphics, Inc. Sussex, WI Dec 2000 - Jan 2012 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Daniel K. Smith
Phone Number: 414-727-8181
Firm Website: https://wfa-asset.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    207
    MILLIONS
  • Total Number of Accounts
    410
    ACCOUNTS
  • Average Account Value
    $505,964
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AZ, FL, IL, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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