Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel William Marx is a financial advisor with Packerland Brokerage Services, Inc. located in Wausau, WI. Daniel Marx is a Registered Representative and Investment Adviser Representative with a focus on individual investors and small businesses. His experience in the financial services industry spans over 30 years. Daniel Marx specializes in Financial Planning, Portfolio Management, and Pension Consulting services. He has a broad range of experience in the securities industry, including advising clients on investment strategies, retirement planning, and insurance.
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.
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.
1
2
WI
01/07/2025 - Present
Packerland Brokerage Services, Inc. (WAUSAU WI)
WI
12/04/2001 - 12/31/2006
MULTI-FINANCIAL SECURITIES CORPORATION (EAU CLAIRE WI)
CT
01/04/1994 - 12/05/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
GA
08/30/1991 - 12/31/1993
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
MN
01/01/1990 - 09/13/1991
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
MN
05/24/1989 - 10/05/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/24/1989 - 10/05/1989
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Marx is the right advisor for you? Invested Better is here to help.
