Daniel Seefeldt
Daniel Seefeldt is a registered investment advisor at Cetera Investment Advisers LLC, based in Wausau, WI, with 5 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
115 6th Street, Wausau, WI, 54403
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Daniel sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He also works as a financial advisor with Central Financial Services (full-time) and manages expenses for Seefeldt Financial Services, LLC (minimal time).
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations5 states
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