Daniel Klein
Daniel Klein is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Edina, MN, with 19 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7701 France Avenue South, Suite 120, Edina, MN, 55435
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 ActivitiesSells Insurance
Daniel is an insurance agent offering life, health, disability, annuities, and long-term care, dedicating minimal time to this. He also works as an investment advisory representative for AdvisorNet Wealth Partners and as a financial professional for Advanced Wealth Management Group, dedicating about a quarter of his time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Advisornet Wealth Partners
Cetera Wealth Services, LLCBroker
Previous Registrations
Advanced Wealth Management Group, INC.
Cetera Advisor Networks LLC
State Registrations35 states
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
More Advisors
- Chad Olson, CFPCetera Investment Advisers LLC
- John KarpinskyCetera Investment Advisers LLC
- Christian Ahlgren-Williams, CFPCetera Investment Advisers LLC
- John Mazzara, CFP, ChFCCetera Investment Advisers LLC
- Amy Wolff, CFPCetera Investment Advisers LLC
- Emily Lafferty, CFPOsaic Wealth, INC.