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Daniel Philip Hyland

FINANCIAL WEALTH MANAGEMENT, LLC·MADISON, Wisconsin
Unclaimed Profile
440 SCIENCE DRIVE, MADISON, WI 53711CRD# 1015074Firm CRD# 140281
01

About

Daniel Philip Hyland is a registered financial advisor based in MADISON, Wisconsin, affiliated with FINANCIAL WEALTH MANAGEMENT, LLC. 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
03

Firm Overview

Firm
FINANCIAL WEALTH MANAGEMENT, LLC
FINANCIAL WEALTH MANAGEMENT, LLC
AUM
$236M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FINANCIAL WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1015074
Firm CRD# 140281
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Philip Hyland offer?
Daniel Philip Hyland specializes in Financial Planning, Investment Management. Contact their office in MADISON, Wisconsin for a consultation.
What are Daniel Philip Hyland's credentials?
Daniel Philip Hyland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Philip Hyland located?
Daniel Philip Hyland is based in MADISON, Wisconsin, working with FINANCIAL WEALTH MANAGEMENT, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Daniel Philip Hyland charge for services?
Daniel Philip Hyland's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL WEALTH MANAGEMENT, LLC?
FINANCIAL WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $236M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Wisconsin
MILWAUKEE (515)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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