Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel John Wehmhoff is a registered investment advisor representative with Transamerica Retirement Advisors, LLC. Daniel has been in the industry since 2012 and has licenses in 52 states. Daniel has previously worked with State Farm VP Management Corp., VALIC Financial Advisors, Inc., and NYLIFE Securities LLC. Daniel's professional certifications include Series 6, Series 7, Series 63 and Series 66. Daniel specializes in retirement planning, estate planning, and insurance planning.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
MN
10/10/2019 - Present
Transamerica Retirement Advisors, LLC (Golden Valley MN)
IL
05/20/2019 - 09/16/2019
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MN
04/30/2018 - 04/18/2019
VALIC FINANCIAL ADVISORS, INC. (EDINA MN)
MN
02/10/2012 - 05/09/2018
NYLIFE SECURITIES LLC (EDINA MN)
BOTH
Issued 03/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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