Unclaimed
Daniel Hyland is a financial advisor with Wealth Enhancement Advisory Services, LLC in Plymouth, Minnesota. Daniel has been in the financial services industry since 1982. Daniel has passed the Series 6, Series 7, Series 22, Series 24, Series 27, Series 51 and Series 63 examinations. Daniel also holds the Certified Financial Planner designation. Wealth Enhancement Advisory Services, LLC provides advisory services for individuals, businesses, charitable organizations, pension and profit sharing plans and pooled investment vehicles. The firm has over $72 billion in regulatory assets under management.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
WI
01/04/2021 - Present
Wealth Enhancement Advisory Services, LLC (MADISON WI)
WI
01/10/2018 - 12/31/2020
PRIVATE CLIENT SERVICES, LLC (Madison WI)
WI
05/29/1998 - 01/10/2018
SII INVESTMENTS, INC. (MADISON WI)
WI
01/15/1995 - 09/02/1998
FINANCIAL DISTRIBUTORS SECURITIES CORPORATION (MADISON WI)
ND
04/12/1982 - 06/04/1998
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
NA
01/27/1982 - 05/12/1982
CHARTER SECURITIES CORPORATION
NA
01/05/1982 - 01/15/1982
AII, LTD.
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/12/1983
Series 24 - General Securities Principal Examination
BC
Issued 03/31/1983
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1981
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/20/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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