Daniel Kinnear
Daniel Kinnear is a registered investment advisor at Wells Fargo Advisors, based in Phoenix, AZ, with 6 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
2425 E Camelback Rd, Ste 1050, Phoenix, AZ, 85016
Get directionsHistory
Regulatory History (1)
Criminal
February 2009Other Business Activities
Daniel is an adjunct lecturer and instructor at the University of Arizona's Eller College of Management, teaching various finance courses. These activities take about a quarter of Daniel's time overall.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
State Registrations48 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
More Advisors
- Malachi RodriquezWells Fargo Advisors
- Tanya CastellanosWells Fargo Advisors
- David SimonWells Fargo Advisors
- Joshua Peterson, CFPWells Fargo Advisors
- David WebbWells Fargo Advisors
- George Henderson, CFPWells Fargo Advisors