DF
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Daniel D Filler

2 Years of Experience
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
2,745 clients
Average Client Portfolio
$651K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
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Location

209 E Washington Ctr Rd, Fort Wayne, IN, 46825

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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
Invst, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
May 2023 - February 2024 · 9 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.