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DW
DW

Daniel Martin Wells

Continental Investors Services, INC.
25 Years of Experience
2 DisclosuresBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Continental Investors Services, INC.
Compensation
Commission-BasedFee-Only (AUM)
Firm Size
8 advisors
Number of Clients
687 clients
Average Client Portfolio
$247K average
Assets Under Management
$169.9M

Location

822 Blaine St., Caldwell, ID, 83605

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History

Regulatory History (2)
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Customer Dispute
October 2008
Closed-No Action
Criminal
January 1995
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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.
May 2014 - Present · 11 yrs 9 mos
Continental Investors Services, INC.Broker
December 2007 - Present · 18 yrs 2 mos
Previous Registrations
Continental Investors Services, INC.
March 2001 - November 2007 · 6 yrs 8 mos
Continental Investors Services, INC.Broker
March 2000 - November 2007 · 7 yrs 8 mos
State Registrations37 states
AKALAZCACOFLGAHIIDILINLAMDMIMNMOMSMTNCNDNENJNMNVNYOHOKORSCTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.