Daniel Wells
Daniel Wells is a registered investment advisor at Continental Investors Services, INC., based in Caldwell, ID, with 26 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 Investment Management, Retirement Planning. Their firm serves 827 clients with $230M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
822 Blaine St., Caldwell, ID, 83605
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2008Criminal
January 1995Other Business Activities
Daniel is the president/owner of Dan Martin Investments LLC, which holds Redlight Photography (a portrait photography business) and Sandstorm Productions (currently not operating), dedicating about 10-20% of his time. He is also a managing partner/co-owner of Monarch Properties, LLC, a real estate holding company, spending a few hours per week.
Employment History
Current Registrations
Continental Investors Services, INC.
Continental Investors Services, INC.Broker
Previous Registrations
Continental Investors Services, INC.
Continental Investors Services, INC.Broker
State Registrations39 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.
Exams
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