DA
CFP
DA
CFP

Daniyal Ahmed

8 Years of Experience
Chicago, IL
2 DisclosuresBrokerSells Insurance

Daniyal Ahmed is a CFP-designated registered investment advisor, based in Chicago, IL, with 8 years of industry experience.

Location

Chicago, IL

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
September 2017
Final Disposition
Criminal
January 2016
Final Disposition
Other Business ActivitiesSells Insurance

Daniyal works as an investment services representative and financial associate for Honkamp Krueger Financial, dedicating full-time hours to these roles. He also owns and manages rental properties, and works as an associate financial planning consultant and insurance agent for Avantax, spending about a quarter of his time and a few hours per week, respectively, on these activities.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Wealth Services, LLC
September 2025 - Present · 8 mos
Avantax Planning Partners, INC.
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Avantax Investment Services, INC.Broker
September 2020 - September 2025 · 5 yrs
Proequities, INC.Broker
January 2019 - September 2020 · 1 yr 8 mos
AXA Advisors, LLC
November 2017 - October 2018 · 11 mos
AXA Advisors, LLCBroker
August 2017 - October 2018 · 1 yr 2 mos
State Registrations4 states
IAILINWI
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.
Daniyal Ahmed - Financial Advisor | TrueAdvisor