DC
CFA
DC
CFA

Daniel Cronen

23 Years of Experience
Spokane, WA
Broker

Daniel Cronen is a CFA-designated registered investment advisor at D.A. Davidson & CO., based in Spokane, WA, with 23 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

601 W. Main Ave, Suite 1300, Spokane, WA, 99201

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History

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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Other Business Activities

Daniel serves as the executor for John H. Nehmeth's will, overseeing asset distribution upon John and his wife's death. This activity is not investment-related and likely requires minimal time.

Employment History
Current Registrations
D.A. Davidson & CO.Broker
November 2015 - Present · 10 yrs 6 mos
D.A. Davidson & CO.
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Signia Capital Management, LLC
August 2002 - June 2015 · 12 yrs 10 mos
State Registrations26 states
AZCACOFLHIIAIDILINMEMNMOMTNCNMNVNYOHORRITNTXUTVAWAWY
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.
Daniel Cronen - Financial Advisor | TrueAdvisor