TrueAdvisor
TrueAdvisor
DC
DC

Daniel Edward Cox

Trustage Investment Management
26 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Trustage Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
363 clients
Average Client Portfolio
$102.6M average
Assets Under Management
$37.3B

Fee Structure

Financial Planning:Investment management only

Location

5910 Mineral Point Rd, Madison, WI, 53705

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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.

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Employment History
Current Registrations
Trustage Investment Management
October 2012 - Present · 13 yrs 4 mos
CUNA Brokerage Services, INC.Broker
January 2007 - Present · 19 yrs 1 mo
CUNA Brokerage Services, INC.
January 2007 - Present · 19 yrs 1 mo
Previous Registrations
CUNA Brokerage Services, INC.
December 2008 - October 2019 · 10 yrs 10 mos
Gwfs Equities, INC.Broker
July 1999 - November 2006 · 7 yrs 4 mos
State Registrations28 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.