DM
DM

Daniel Robert Meier

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
82 advisors
Number of Clients
2,569 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$4.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

8383 Greenway Blvd., Suite 600, Middleton, WI, 53562

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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 sells fixed life, health, disability, annuities, and long-term care insurance with various companies. He also serves as the President of the Board of Directors for Camp Randall Rowing Club, dedicating a few hours per week to this non-investment related activity.

Employment History
Current Registrations
Ashton Thomas Private Wealth
July 2020 - Present · 5 yrs 7 mos
Previous Registrations
Wealth Management International, LTD.
February 2016 - September 2017 · 1 yr 7 mos
Advisornet Wealth Management
January 2014 - June 2020 · 6 yrs 5 mos
Cetera Advisor Networks LLC
January 2014 - November 2015 · 1 yr 10 mos
State Registrations2 states
AZWI
Advisor
Exams
No exam information available for this advisor.
Daniel Robert Meier - Financial Advisor | TrueAdvisor