Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Rice is a registered investment advisor representative at Wealth Management with over 16 years of experience in the financial services industry. Daniel is also a partner in Clausen & Rice, an accounting firm in Pierre, South Dakota. Daniel has a Series 65 license and is registered with the state of South Dakota. Wealth Management offers a wide range of financial planning and investment management services to individuals, families, businesses, and charitable organizations. Daniel specializes in financial planning, portfolio management, pension consulting, and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-advisor and back office support services
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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SD
01/07/2021 - Present
Wealth Management (Pierre SD)
IA
Issued 12/18/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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