DF
CFP
DF
CFP

Daniel Fillinger

21 Years of Experience
El Segundo, CA
Broker

Daniel Fillinger is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in El Segundo, CA, with 21 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

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

2041 Rosecrans Ave Suite 355, [Satellite], El Segundo, CA, 90245

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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 has 100% ownership of Fillinger Wealth Management LLC, an investment-related business. He dedicates full-time hours to this endeavor, with 100 hours spent during trading.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2024 - Present · 1 yr 7 mos
Wells Fargo Advisors
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2012 - October 2024 · 12 yrs 5 mos
Wells Fargo Advisors
May 2012 - October 2024 · 12 yrs 5 mos
Chase Investment Services CORP.Broker
May 2009 - May 2012 · 3 yrs
Chase Investment Services CORP.
May 2009 - May 2012 · 3 yrs
Wamu Investments, INC.
February 2009 - May 2009 · 3 mos
Wamu Investments, INC.Broker
February 2009 - May 2009 · 3 mos
Edward Jones
July 2008 - February 2009 · 7 mos
Edward JonesBroker
January 2008 - February 2009 · 1 yr 1 mo
Adp Broker-Dealer, INC.Broker
March 2007 - January 2008 · 10 mos
Edward JonesBroker
January 2005 - February 2007 · 2 yrs 1 mo
State Registrations14 states
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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 Fillinger - Financial Advisor | TrueAdvisor