Daniel Burfeind is a registered investment advisor at Morgan Stanley, based in Wayzata, MN, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
445 East Lake Street, Suite 320, Wayzata, MN, 55391
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
May 2015 - Present · 11 yrs
Morgan StanleyBroker
May 2015 - Present · 11 yrs
Previous Registrations
Wells Fargo Advisors, LLC
January 2014 - May 2015 · 1 yr 4 mos
Wells Fargo Advisors, LLCBroker
December 2005 - May 2015 · 9 yrs 5 mos
Piper Jaffray & CO.Broker
January 2000 - December 2005 · 5 yrs 11 mos
U.S. Bancorp Investments, INC.Broker
December 1993 - September 2001 · 7 yrs 9 mos
Dean Witter Reynolds INC.Broker
July 1990 - January 1994 · 3 yrs 6 mos
State Registrations31 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.