Daniel Vetter
Daniel Vetter is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in El Dorado Hills, CA, with 28 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
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
4364 Town Center Blvd 2nd Fl, [Kb-Rbo], El Dorado Hills, CA, 95762
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2018Customer Dispute
November 2008Other Business Activities
Daniel is a youth baseball umpire, dedicating a few hours per week. He also co-owns a business that manufactures and markets baseball strike zones, also dedicating a few hours per week, and serves on an HOA oversight committee, dedicating minimal time.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Ba Investment Services, INC.Broker
State Registrations8 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
More Advisors
- James MonroeWells Fargo Advisors
- Kristin TangenWells Fargo Advisors
- Gay Bone, CFPWells Fargo Advisors
- Scott NelsonWells Fargo Advisors
- Lee FieldsWells Fargo Advisors
- Robert BresmanWells Fargo Advisors