Daniel Konen
Daniel Konen is a registered investment advisor at Cetera Investment Advisers LLC, based in Great Falls, MT, with 26 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
501 Park Drive South, Great Falls, MT, 59403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a trustee for the Perry Irrevocable Trust and co-trustee for his father's living trust, and a member of Inspired Entertainment, LLC. He also manages rental real estate through Broadwater Bay Partners, LLC and works as a financial advisor at Legacy Wealth Management LLC, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations4 states
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