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Daniel Peter Wegmann

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.·MARION, Iowa
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
701 TAMA ST.,, MARION, IA 52302CRD# 2222357Firm CRD# 13609

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Peter Wegmann · MARION, IA
Registration
CRD #2222357 · BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
8 disclosures on file · See FINRA BrokerCheck for full record
01

About

Daniel Peter Wegmann is a registered financial advisor based in MARION, Iowa, affiliated with BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.
AUM
$742M
Regulatory assets under management
Employees
100
Total firm employees
View all advisors at BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2222357
Firm CRD# 13609
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Peter Wegmann offer?
Daniel Peter Wegmann specializes in Financial Planning, Investment Management. Contact their office in MARION, Iowa for a consultation.
What are Daniel Peter Wegmann's credentials?
Daniel Peter Wegmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Peter Wegmann located?
Daniel Peter Wegmann is based in MARION, Iowa, working with BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.. Their office serves clients in the MARION metropolitan area and surrounding communities.
How does Daniel Peter Wegmann charge for services?
Daniel Peter Wegmann's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.?
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. has approximately 100 employees and manages $742M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Kelly O'hara
CEDAR RAPIDS, IA
Nathanael Spencer
CEDAR RAPIDS, IA
Erin Kathleen Burke
CEDAR RAPIDS, IA
Shelley Rae Davenport
CEDAR RAPIDS, IA
Brittany Michelle Noethen
CEDAR RAPIDS, IA
Julie Kay Driscoll
CEDAR RAPIDS, IA

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