Unclaimed
Daniel George Gensler is a financial advisor with over 30 years of experience in the industry. Daniel is currently registered with Wealth Enhancement Advisory Services, LLC, and has a strong track record of providing investment advisory services to a wide range of clients. Daniel specializes in financial planning, pension consulting, and portfolio management. He also offers educational seminars and selection of other advisers. His experience includes previous registrations with Royal Alliance Associates, Inc., Griffin Financial Services, and Dunhill Investments Ltd. Daniel is a Certified Financial Planner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
01/03/2022 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
AZ
10/30/1990 - 12/21/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
03/19/1987 - 10/24/1990
GRIFFIN FINANCIAL SERVICES
NA
08/19/1986 - 10/17/1986
DUNHILL INVESTMENTS LTD.
IA
Issued 09/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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