Daniel Anderegg is a ChFC-designated registered investment advisor, based in Cedar Rapids, IA, with 14 years of industry experience.
Location
711 2nd Ave Se, Ste 200, Cedar Rapids, IA, 52401
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Daniel is an agent/broker for fixed insurance sales since 2019, dedicating a few hours per week. He also works as a financial professional for Guide Wealth Partners, spending full-time hours providing financial services.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Western Fraternal Life Wealth Management INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Intersecurities, INC.Broker
Aegon USA Securities INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.