DM
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Daniel Miller

29 Years of Experience
Wayzata, MN
1 DisclosureBroker

Daniel Miller is a registered investment advisor at Wells Fargo Advisors, based in Wayzata, MN, with 29 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

294 Grove Lane E, Suite 240, Wayzata, MN, 55391

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History

Regulatory History (1)
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Criminal
March 1989
Final Disposition
Employment History
Current Registrations
Wells Fargo Advisors
March 2026 - Present · 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2026 - Present · 7 mos
Previous Registrations
UBS Financial Services INC.
March 2010 - March 2026 · 16 yrs
UBS Financial Services INC.Broker
January 2009 - March 2026 · 17 yrs 2 mos
Citigroup Global Markets INC.Broker
October 2004 - February 2009 · 4 yrs 4 mos
Morgan Stanley Dw INC.Broker
November 1999 - October 2004 · 4 yrs 11 mos
Prudential Securities IncorporatedBroker
November 1996 - November 1999 · 3 yrs
State Registrations46 states
AKALARAZCACOCTDCFLGAHIIAIDILINKYLAMAMDMIMNMOMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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