Years of Experience
5-20+ Years
MIDDLETON, WI
23 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Michael Hannan is a financial professional with over 20 years of experience in the industry. Daniel is registered with Wells Fargo Clearing Services, LLC and has been with the firm since January 2011. Prior to joining Wells Fargo, Daniel was with Wells Fargo Investments, LLC, Northwestern Mutual Investment Services, LLC and Mutual of Omaha Investor Services, Inc. Daniel specializes in portfolio management for businesses and individuals, financial planning, pension consulting and selection of other advisors.
SPECIALIZATIONS
Brookfield, WI
24 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Michael Fleming is a financial advisor with over 20 years of experience in the industry. Daniel is currently registered with Great Valley Advisor Group, Inc. and LPL Financial LLC. Daniel has a wide range of experience, including providing investment advisory services and financial planning. Daniel is also a registered investment advisor with Great Valley Advisor Group, Inc. and Next Level Planning and Wealth Management.
SPECIALIZATIONS
APPLETON, WI
27 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Galen Brooks is a financial advisor with Thrivent Investment Management Inc., a firm with over 14.8 billion dollars in assets under management. Daniel has been in the industry for over 24 years, and has extensive experience in financial planning and portfolio management for individuals. Daniel's previous roles include positions at Riversource Distributors, Inc., Ameriprise Financial Services, Inc., IDS Life Insurance Company, and CFS Brokerage Corp. Daniel has worked in both Appleton, Wisconsin and Minneapolis, Minnesota. Daniel has a Series 6, Series 7, Series 24, and Series 63 license.
SPECIALIZATIONS
WAUSAU, WI
0 Disclosures
ADVISOR BIO
Daniel R. Hoff is an investment advisor representative with Hoff Private Wealth, a firm based in Wausau, Wisconsin. Daniel has been in the industry since November 2016 and holds a Series 7, Series 63 and Series 65 licenses. In addition to managing investment portfolios for individuals, Hoff Private Wealth provides financial planning and pension consulting services. Daniel's expertise in the financial services industry, coupled with Hoff Private Wealth's commitment to personalized advice, makes them a valuable resource for clients seeking to achieve their financial goals.
SPECIALIZATIONS
GREEN BAY, WI
26 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Cibula is a financial advisor with over 25 years of experience in the industry. Daniel has held licenses in both Broker-Dealer and Investment Advisor roles, demonstrating a commitment to serving clients across a range of needs. Daniel currently is registered with LPL Financial LLC, a leading independent broker-dealer and financial advisor. Before joining LPL, Daniel had a long career with INVEST FINANCIAL CORPORATION. Daniel is passionate about providing financial advice and guidance to individuals, families, and businesses. Daniel is committed to helping clients achieve their financial goals, whatever they may be.
SPECIALIZATIONS
APPLETON, WI
34 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Lambert is a financial advisor with Thrivent Investment Management Inc. located in Appleton, WI. Daniel has been in the industry since 1991 and has experience working with individuals, high-net-worth individuals, corporations, and other businesses. Daniel's expertise includes financial planning and portfolio management. Daniel has worked with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for over 20 years.
SPECIALIZATIONS
Rice Lake, WI
21 Years Experience
0 Disclosures
ADVISOR BIO
Daniel James Hoff is a financial professional with over 20 years of experience in the industry. Daniel is currently registered with Independent Financial Group, LLC, which is headquartered in San Diego, California. Daniel holds a Series 6, Series 63, and SIE license. Previously, Daniel was registered with SII INVESTMENTS, INC. and WOODBURY FINANCIAL SERVICES, INC. Daniel is licensed to sell securities in Minnesota and Wisconsin. The firm has over 270 clients and $6.75 billion in assets under management. The firm's services include financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. The firm focuses on serving the needs of individuals, corporations, charitable organizations, and pension and profit-sharing plans.
SPECIALIZATIONS
MADISON, WI
0 Disclosures
ADVISOR BIO
Daniel Justin Weiss is an Investment Advisor Representative at Leach, Bickmore & Weiss Wealth Management, LLC, a firm based in Madison, WI. Daniel has been in the industry since June 2010 and has a Series 65 license. Daniel is registered with the states of New York, Texas, and Wisconsin. Daniel is also a licensed independent insurance agent and Managing Member for two companies, HyphaWay, LLC and LBW Consulting, LLC.
SPECIALIZATIONS
MILWAUKEE, WI
2 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Hyszczak is a financial advisor who is registered with the state of Wisconsin and is associated with Robert W. Baird & Co. Inc.. Daniel Hyszczak has been in the financial industry for over 2 years. Daniel Hyszczak provides financial advice to individuals, businesses, trusts, estates, pension plans, and investment companies. Daniel Hyszczak is also able to offer financial planning services, portfolio management, and investment banking services.
SPECIALIZATIONS
Portage, WI
6 Years Experience
0 Disclosures
ADVISOR BIO
Daniel Mael is a financial advisor at Edward Jones. Daniel has been in the financial services industry since October 2018. Daniel is registered in 11 states and has the Series 7, SIE and Series 66 licenses. Daniel is also a Certified Financial Planner. Prior to joining Edward Jones, Daniel worked at LPL FINANCIAL LLC. Daniel is dedicated to helping clients achieve their financial goals.
SPECIALIZATIONS