Daniel Maki
Daniel Maki is a CFA-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Duluth, MN, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11 E. Superior Street, Suite 500/508, Duluth, MN, 55802
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel works as a financial advisor for Ascential Wealth Advisors. He also serves as the treasurer for the Rotary Club of Duluth, dedicating minimal time to overseeing their budget and financials.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations19 states
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