DM
CFP
DM
CFP

Daan Mutsaers

7 Years of Experience
Cumming, GA
Broker

Daan Mutsaers is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Cumming, GA, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

Cumming, GA

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.
March 2021 - Present · 5 yrs 2 mos
Raymond James & Associates, INC.
January 2021 - Present · 5 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Bluerock Wealth Management, LLC
June 2020 - September 2020 · 3 mos
Truewealth Management
September 2018 - May 2020 · 1 yr 8 mos
State Registrations20 states
ALCOCTFLGAIAILMDMEMSNCNJNVNYOHSCTNTXUTVA
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.
Daan Mutsaers - Financial Advisor | TrueAdvisor