Daniel Stampf is a CFP-designated registered investment advisor, based in Plymouth, MN, with 25 years of industry experience.
Location
505 N Highway 169, Suite 900, Plymouth, MN, 55441
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Daniel operates his LPL business under the DBA Wealth Enhancement Group. This activity is investment-related and conducted at his business location.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
October 2023 - Present · 2 yrs 7 mos
Wealth Enhancement Brokerage Services, LLCBroker
October 2023 - Present · 2 yrs 7 mos
Wealth Enhancement Advisory Services, LLC
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
LPL Financial LLCBroker
September 2023 - November 2023 · 2 mos
Empower Advisory Group, LLC
April 2023 - August 2023 · 4 mos
Empower Financial Services, INC.Broker
March 2023 - August 2023 · 5 mos
Personal Capital Advisors Corporation
August 2012 - April 2023 · 10 yrs 8 mos
Fisher Investments
August 2005 - August 2012 · 7 yrs
Linsco/private Ledger CORP.Broker
June 2003 - April 2004 · 10 mos
Multi-Financial Securities CorporationBroker
August 2000 - June 2003 · 2 yrs 10 mos
Wm Financial Services, INC.Broker
August 1999 - November 1999 · 3 mos
Bisys Brokerage Services, INC.Broker
January 1999 - December 1999 · 11 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.