DW
DW

Daniel Wisniewski

26 Years of Experience
Auburn Hills, MI
Broker

Daniel Wisniewski is a registered investment advisor at Raymond James & Associates, INC., based in Auburn Hills, MI, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

27 S Squirrel, Ste. 200, Auburn Hills, MI, 48326

Get directions

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.

Learn about disclosures →
Other Business Activities

Daniel owns rental real estate property since 2012, spending a few hours per week on it. This activity is investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2010 - Present · 15 yrs 8 mos
Raymond James & Associates, INC.Broker
October 2001 - Present · 24 yrs 7 mos
Previous Registrations
UBS Painewebber INC.Broker
November 2000 - October 2001 · 11 mos
Prudential Securities IncorporatedBroker
November 1999 - November 2000 · 1 yr
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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 Wisniewski - Financial Advisor | TrueAdvisor