Daniel Fortman is a registered investment advisor at Glenview Financial Group LLC, based in Glenview, IL, with 24 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2700 Patriot Blvd., Suite 400, Glenview, IL, 60026
Get directionsHistory
Regulatory History
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 is a partner and owner at Weiss & Company LLP, a CPA firm, since 1981.
Employment History
Current Registrations
Glenview Financial Group LLC
Previous Registrations
Bear, Stearns & CO. INC.
Oppenheimer Asset Management INC.
Fahnestock Asset Management
Cibc World Markets CORP.
State Registrations1 state
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.