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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Budinger is an investment advisor representative at Hightower Advisors, LLC, a firm with offices in De Pere, WI and Chicago, IL. Daniel has been in the financial services industry since 1994. Daniel specializes in providing financial planning, portfolio management, and treasury management services to individuals, businesses, and institutional clients. Daniel is a Certified Financial Planner and holds the Series 6, 7, and 24 licenses. Daniel is also actively involved in a limited liability company, Black Puck Realty, LLC, a commercial real estate business.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
WI
01/02/2025 - Present
Hightower Advisors, LLC (De Pere WI)
WI
01/30/2006 - 09/11/2007
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
MN
01/23/1997 - 01/31/2006
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
NJ
12/02/1994 - 05/30/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 12/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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