Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Philipi is an investment advisor representative who has been in the industry since December 2016. Daniel is registered with AE Wealth Management, LLC in Topeka, KS and has a Series 65 license. Daniel is also a member of Infinity Advisory Group LLC DBA JC Grason of Topeka. In addition to his work in financial services, Daniel is also a property owner and manages rental properties.
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.
A percentage of the total value of assets under management is charged.
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KS
10/21/2024 - Present
AE Wealth Management, LLC (Topeka KS)
IA
Issued 12/06/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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