DH
DH

Daniel Paul Herrema

22 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,538 clients
Average Client Portfolio
$410K average
Assets Under Management
$629.9M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

Stuart, FL

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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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Other Business ActivitiesSells Insurance

Daniel owns Diverd LLC, offering charter services and commercial fishing, dedicating about 10-20% of his time, with a portion during trading hours. He is also a sole proprietor selling non-securities insurance, including life, health, and long-term care insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Woodstock Wealth Management, INC.
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
Woodstock Financial Group, INC.
March 2006 - November 2018 · 12 yrs 8 mos
Raymond James Financial Services
April 2003 - February 2006 · 2 yrs 10 mos
State Registrations2 states
FLNC
Advisor
Exams
No exam information available for this advisor.