Daniel Kroll
Daniel Kroll is a registered investment advisor at Wells Fargo Advisors, based in Houston, TX, with 16 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2700 Post Oak Blvd Ste 900, Houston, TX, 77056
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2020Other Business Activities
Daniel owns investment-related rental property in Jensen Beach, Florida, since 2012 and acts as a landlord. He spends minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations28 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
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