Unclaimed Profile

Denise Marie Rusnak

NEWDAY FUNDS, INC.·SAN FRANCISCO, California

SIE, Series 6, Series 7, Series 8, Series 23, Series 63, Series 65, Series 87Clean record24 years registeredNEWDAY FUNDS, INC.

500 WASHINGTON STREET, SUITE 325, SAN FRANCISCO, CA 94111CRD# 1343147Firm CRD# 174758

Profile Verification

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

Identity

Denise Marie Rusnak · SAN FRANCISCO, CA

Registration

CRD #1343147 · NEWDAY FUNDS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NEWDAY FUNDS, INC.

NEWDAY

Sep 2017 – May 2024

TIBURON, CA

NOLLENBERGER CAPITAL PARTNERS, INC.

Feb 2004 – Jan 2009

SAN FRANCISCO, CA

WELLS FARGO VAN KASPER, LLC

May 2002 – Oct 2002

SAN FRANCISCO, CA

WELLS FARGO INVESTMENTS, LLC

Mar 2002 – Jul 2003

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 8

Series 23

Series 63

Series 65

Series 87

Registration record

First registered · March 22, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWDAY FUNDS, INC.

CRD 174758 · SEC 801-112212

AUM

$175M

Regulatory assets under management

Employees

26 client accounts

Services offered by NEWDAY FUNDS, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at NEWDAY FUNDS, INC. →

Introduction

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Frequently Asked Questions

What services does Denise Marie Rusnak offer?

Denise Marie Rusnak specializes in Investment Management, Fee-Only Advisory.

What are Denise Marie Rusnak's credentials?

Denise Marie Rusnak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Denise Marie Rusnak located?

Denise Marie Rusnak is based in SAN FRANCISCO, California, last registered with NEWDAY FUNDS, INC..

How does Denise Marie Rusnak charge for services?

Denise Marie Rusnak's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEWDAY FUNDS, INC.?

NEWDAY FUNDS, INC. has approximately 9 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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