Unclaimed Profile

Daniel George Gensler

DANIEL G. GENSLER·CORONADO, California

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record28 years registeredDANIEL G. GENSLER

120 C AVENUE, SUITE 170, CORONADO, CA 92118CRD# 1546441Firm CRD# 110543

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel George Gensler · CORONADO, CA

Registration

CRD #1546441 · DANIEL G. GENSLER · 28 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jan 2022 – present

LPL FINANCIAL LLC

Jun 2025 – Jul 2025

CORONADO, CA

LPL FINANCIAL LLC

Apr 2025 – Apr 2025

CORONADO, CA

THE GENSLER GROUP

Feb 2021 – Jan 2022

CORONADO, CA

LPL FINANCIAL LLC

Sep 2016 – Dec 2016

CORONADO, CA

LPL FINANCIAL LLC

Dec 1997 – Jan 2012

CORONADO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 31, 1997

Years registered · 28

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DANIEL G. GENSLER

CRD 110543 · SEC 801-100472

AUM

$368M

Regulatory assets under management

Employees

780 client accounts

Services offered by DANIEL G. GENSLER

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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Introduction

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Frequently Asked Questions

What services does Daniel George Gensler offer?

Daniel George Gensler specializes in Financial Planning, Investment Management. Contact their office in CORONADO, California for a consultation.

What are Daniel George Gensler's credentials?

Daniel George Gensler holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel George Gensler located?

Daniel George Gensler is based in CORONADO, California, working with DANIEL G. GENSLER. Their office serves clients in the CORONADO metropolitan area and surrounding communities.

How does Daniel George Gensler charge for services?

Daniel George Gensler's firm is compensated through percentage of aum, hourly charges, other: financial planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DANIEL G. GENSLER?

DANIEL G. GENSLER has approximately 7 employees and manages $368M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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