DB
CFP
DB
CFP

Daniel Battjes

22 Years of Experience
Grosse Pointe Farms, MI
Broker

Daniel Battjes is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Grosse Pointe Farms, MI, with 22 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
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Location

15 and 21 Kercheval Avenue, 2 Suites, Same Building, Grosse Pointe Farms, MI, 48236

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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 is the owner/proprietor of 16 Brook Hill, LLC, a vacation home that is also rented out. He dedicates minimal time to this business.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2013 - Present · 13 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLC
October 2010 - January 2013 · 2 yrs 3 mos
Wells Fargo Advisors, LLCBroker
January 2008 - January 2013 · 5 yrs
A. G. Edwards & Sons, INC.Broker
October 2003 - January 2008 · 4 yrs 3 mos
State Registrations42 states
AKALAZCACOCTDCDEFLGAIDILINKSKYLAMAMDMEMIMNMOMSNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWI
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 Battjes - Financial Advisor | TrueAdvisor