Daniel Kaschmitter
Daniel Kaschmitter is a registered investment advisor at Raymond James & Associates, INC., based in Cottonwood Heights, UT, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2750 E. Cottonwood Parkway, #520, Cottonwood Heights, UT, 84121
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Daniel owns a single-family rental home since 2019, dedicating minimal time to managing the property and collecting rent. This activity is investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
UBS Painewebber INC.Broker
State Registrations14 states
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