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 Wilson is a financial advisor in Madison, Wisconsin, with over 20 years of experience in the industry. Daniel is currently registered with Johnson Wealth Inc. and is a Certified Financial Planner. Prior to joining Johnson Wealth Inc., Daniel worked at Raymond James Financial Services, Inc., Capital Financial Services, Inc., J.P. Morgan Securities Inc., and Robert W. Baird & Co. Incorporated. Daniel specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, charitable organizations, and other investment advisors. Daniel’s approach to wealth management is personalized and tailored to each client’s unique needs and goals.
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.
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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WI
03/23/2022 - Present
Johnson Wealth Inc. (Madison WI)
WI
02/15/2021 - 03/14/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Delafield WI)
WI
09/01/2009 - 06/02/2010
CAPITAL FINANCIAL SERVICES, INC. (MILWAUKEE WI)
WI
07/01/2006 - 02/21/2008
J.P. MORGAN SECURITIES INC. (MADISON WI)
WI
09/21/1998 - 07/01/2006
BANC ONE SECURITIES CORPORATION (MADISON WI)
WI
12/16/1996 - 09/17/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 02/25/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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