Daniel Martin Wells

Continental Investors Services, INC.

25 Years of Experience

2 DisclosuresBroker

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Areas of Practice

Investment Management

Continental Investors Services, INC.

Compensation

Commission-BasedFee-Only (AUM)

Firm Size

8 advisors

Number of Clients

687 clients

Average Client Portfolio

$247K average

Assets Under Management

$169.9M

Location

822 Blaine St., Caldwell, ID, 83605

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History

Regulatory History (2)

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Customer Dispute

October 2008

Closed-No Action

Criminal

January 1995

Final Disposition

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Other Business Activities

Daniel is the president/owner of Dan Martin Investments LLC, which holds Redlight Photography (a portrait photography business) and Sandstorm Productions (currently not operating), dedicating about 10-20% of his time. He is also a managing partner/co-owner of Monarch Properties, LLC, a real estate holding company, spending a few hours per week.

Employment History

Current Registrations

Continental Investors Services, INC.

May 2014 - Present · 11 yrs 9 mos

Continental Investors Services, INC.Broker

December 2007 - Present · 18 yrs 2 mos

Previous Registrations

Continental Investors Services, INC.

March 2001 - November 2007 · 6 yrs 8 mos

Continental Investors Services, INC.Broker

March 2000 - November 2007 · 7 yrs 8 mos

State Registrations37 states

AKALAZCACOFLGAHIIDILINLAMDMIMNMOMSMTNCNDNENJNMNVNYOHOKORSCTNTXUTVAVirgin IslandsWAWIWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.