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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 Joseph Lanasa is a financial advisor with Commonwealth Financial Network in Bloomington, MN. Daniel Joseph Lanasa has been working in the financial services industry since 2007 and has a wide range of experience in investment advisory services. Daniel Joseph Lanasa is registered with the state of Minnesota, as well as several other states, including Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Massachusetts, Michigan, Minnesota, New York, North Carolina, North Dakota, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, and Wisconsin. Daniel Joseph Lanasa offers a range of financial planning services, including portfolio management for businesses and individuals, pension consulting, and educational seminars. Daniel Joseph Lanasa also provides publication of periodicals and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
08/15/2018 - Present
Commonwealth Financial Network (Bloomington MN)
MN
04/06/2018 - 08/16/2018
CRI SECURITIES, LLC (BLOOMINGTON MN)
MN
04/06/2018 - 08/16/2018
SECURIAN FINANCIAL SERVICES, INC. (BLOOMINGTON MN)
MN
10/07/2014 - 04/03/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
01/24/2011 - 10/02/2014
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
06/25/2007 - 01/10/2011
WOODBURY FINANCIAL SERVICES, INC. (WOODBURY MN)
BOTH
Issued 10/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2013
Series 4 - Registered Options Principal Examination
BC
Issued 10/09/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/25/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2012
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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