DW
DW

Daniel Wade Williams

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningTax PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
78 clients
Average Client Portfolio
$578K average
Assets Under Management
$45.1M
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Location

200 W. Jackson Blvd. #1000, Chicago, IL, 60606

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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 Wellfleet Wealth Advisors, LLC, offering life insurance solutions, dedicating a few hours per week. He also rents out space in his primary residence periodically and is a board member of Healing Hands Worldwide, a non-profit, spending minimal time on these activities.

Employment History
Current Registrations
Quincy Wells Advisors, LLC
March 2024 - Present · 1 yr 11 mos
Great Point Capital LLCBroker
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Acorn Financial Advisory Services, INC.
October 2013 - January 2024 · 10 yrs 3 mos
The Strategic Financial Alliance, INC.Broker
September 2013 - July 2021 · 7 yrs 10 mos
Wellfleet Wealth Advisors LLC
September 2011 - November 2013 · 2 yrs 2 mos
Ing Financial Partners, INC
February 2008 - September 2011 · 3 yrs 7 mos
Ing Financial Partners, INC.Broker
February 2007 - September 2011 · 4 yrs 7 mos
State Registrations6 states
CTFLMANYVAVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.