linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Tibor Richard Dani

Wealthness LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tibor? Claim Your Profile

About Tibor Richard Dani

Tibor Dani is a financial advisor with over 19 years of experience in the financial services industry. Tibor is a Certified Financial Planner™ professional and is registered with the state of New Jersey. Tibor is associated with Wealthness LLC, a firm that specializes in providing financial planning and portfolio management services to individuals and families. The firm has $21,051,305 in regulatory assets under management.

Firm Information

Tibor Dani is currently registered with Wealthness LLC. Wealthness LLC is an investment advisor with 1 investment advisor representative and $21,051,305 in regulatory assets under management. They provide financial planning, portfolio management for individuals, pension consulting, and educational seminars to high-net-worth individuals and individuals other than high-net-worth.

$21.05M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tibor Dani’s Registration & Firm History

NJ

06/07/2019 - Present

Wealthness LLC (BOONTON NJ)

NJ

01/17/2003 - 05/08/2019

AMERIPRISE FINANCIAL SERVICES, INC. (MOUNTAIN LAKES NJ)

MN

02/03/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

05/09/2000 - 03/29/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/09/2000 - 03/29/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Tibor Richard Dani is right for you?

Licenses & Designations

BOTH

Issued 05/02/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tibor Richard Dani.
Not sure if Tibor Richard Dani is right for you?