DG
CFP
DG
CFP

Daniel Grampp

29 Years of Experience
El Segundo, CA
1 DisclosureBroker

Daniel Grampp is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in El Segundo, CA, 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 Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

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

2141 Rosecrans Ave Ste 4100, [Lg/Lb-Rbo], El Segundo, CA, 90245

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History

Regulatory History (1)
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Customer Dispute
December 2013
Settled
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 9 mos
Wells Fargo Advisors
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Wells Fargo Investments, LLCBroker
December 2003 - January 2011 · 7 yrs 1 mo
Wells Fargo Investments, LLC
December 2003 - January 2011 · 7 yrs 1 mo
Dreyfus Service Corporation
April 2003 - December 2003 · 8 mos
Dreyfus Service CorporationBroker
February 2003 - December 2003 · 10 mos
TD Waterhouse Investor Services, INC.Broker
November 1997 - January 2003 · 5 yrs 2 mos
Kennedy, Cabot & CO.Broker
September 1997 - November 1997 · 2 mos
Del Mar Financial Services, IncorporatedBroker
May 1997 - August 1997 · 3 mos
State Registrations16 states
AZCACOCTFLIDILMENVOKORTNTXUTVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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