linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Michael Rodkewich

Fisher Investments

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Michael Rodkewich

Daniel Michael Rodkewich is a registered investment advisor representative with Fisher Investments. Daniel has been in the financial services industry since 2001. Prior to joining Fisher Investments, Daniel was a registered representative with RBC DAIN RAUSCHER INC.. Daniel's registrations include the Series 7, Series 31, and Series 66 exams. Daniel's areas of expertise include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Daniel specializes in providing financial planning, portfolio assessment, and investment management services.

Firm Information

Daniel Rodkewich is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

portfolio assessment

Portfolio assessment

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Rodkewich’s Registration & Firm History

CA

08/30/2023 - Present

Fisher Investments (SAN MATEO CA)

NY

03/26/2001 - 02/18/2004

RBC DAIN RAUSCHER INC. (NEW YORK NY)

Not sure if Daniel Michael Rodkewich is right for you?

Licenses & Designations

BOTH

Issued 04/24/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/22/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 03/23/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Michael Rodkewich.
Not sure if Daniel Michael Rodkewich is right for you?