Daniel Mckelvey is a registered investment advisor, based in Grafton, WI, with 34 years of industry experience.
Location
1019 Cedar St, Grafton, WI, 53024
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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 involved in several business activities, including being an insurance agent for United Life Insurance Company and an independent insurance agent for various companies through ASH Brokerage. He also dedicates full-time hours to Investment Center of Grafton as an owner.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Eagle One Investment, LLC
Eagle One Investments, LLCBroker
Investment Centers of America, INC.Broker
State Registrations15 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.