Daniel Rundahl
Daniel Rundahl is a registered investment advisor at Creativeone Securities, LLC, based in Clive, IA, with 17 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 11,317 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CreativeOne Securities (C1S) offers several investment management options:
- CreativeOne Wealth Platform: Fees range from 0.55% to 2.5% annually, based on the value of your investments. The fee is negotiated, so clients receiving similar services may pay different fees.
- Separately Managed Accounts: Fees are a flat annual fee negotiated with your C1S Representative, based on the time and complexity required to manage your account.
- Client Choice Investment Management: Fees are up to 2.00% annually, based on the daily average value of the assets in your account.
A minimum of $25,000 is required for all management programs, except CreativeOne Wealth, LLC Alpha UMA which requires a minimum of $150,000.
Location
8230 Hickman Rd, Suite 300, Clive, IA, 50325
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2017Other Business ActivitiesSells Insurance
Daniel is the owner and agent of Rundahl Financial Consultants, LLC, focusing on insurance and investments. This activity takes nearly all of Daniel's time, including a significant portion during trading hours.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Brokers Financial
Brokers International Financial Services, LLC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations3 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.