Unclaimed
Daniel Blamer is a financial advisor with over 30 years of experience in the financial services industry. Daniel has held a variety of roles at different firms including Mutual Service Corporation and AMEV Investors, Inc. Since 2009, Daniel has been a registered representative of Cambridge Investment Research Advisors, Inc. and is based out of the Cambridge office in Fairfield, Iowa. Daniel holds a Series 6, 7, and 63 licenses and is also a Certified Financial Planner. Daniel is also a Managing Member of Tomahawk Creek Club LLC and Long Spur Hunt Club LLC. Daniel has a strong background in financial planning, portfolio management and investment advisory services.
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.
Solicitation fees from 3rd party money managers
1
2
MI
04/13/2015 - Present
Cambridge Investment Research Advisors, Inc. (MIO MI)
MI
07/31/1990 - 08/21/2009
MUTUAL SERVICE CORPORATION (MIO MI)
MN
08/01/1983 - 08/03/1990
AMEV INVESTORS, INC. (OAKDALE MN)
BC
Issued 09/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1990
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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