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Daniel Radtke

29 Years of Experience
La Crosse, WI
2 DisclosuresBroker

Daniel Radtke is a registered investment advisor at Wells Fargo Advisors, based in La Crosse, WI, 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

2 Copeland Ave 1st Fl, La Crosse, WI, 54603

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2004
Closed-No Action
Customer Dispute
February 2002
Settled
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
August 2015 - Present · 11 yrs 2 mos
Wells Fargo Advisors
August 2015 - Present · 11 yrs 2 mos
Previous Registrations
Associated Investment Services, INC.
September 2004 - September 2015 · 11 yrs
Associated Investment Services, INC.Broker
December 2003 - September 2015 · 11 yrs 9 mos
M&i Brokerage Services, INC.Broker
March 1999 - November 2003 · 4 yrs 8 mos
Pruco Securities CorporationBroker
March 1997 - March 1999 · 2 yrs
State Registrations11 states
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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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