Unclaimed Profile

Daniel John Ringsred

DENALI WEALTH MANAGEMENT, INC.·MEQUON, Wisconsin

Series 7, Series 63, Series 65Clean record28 years registeredDENALI WEALTH MANAGEMENT, INC.

1325 W TOWNE SQUARE ROAD, MEQUON, WI 53092-5047CRD# 2370311Firm CRD# 153323

Profile Verification

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

Identity

Daniel John Ringsred · MEQUON, WI

Registration

CRD #2370311 · DENALI WEALTH MANAGEMENT, INC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DENALI WEALTH MANAGEMENT, INC.

DENALI WEALTH MANAGEMENT, INC.

Apr 2010 – Jan 2020

MEQUON, WI

RBC CAPITAL MARKETS CORPORATION

Apr 1998 – Apr 2010

MILWAUKEE, WI

INVESTMENT ADVISORY SERVICES, LLC

Mar 1998 – Dec 2004

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 10, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DENALI WEALTH MANAGEMENT, INC.

CRD 153323 · SEC 801-71260

AUM

$257M

Regulatory assets under management

Employees

447 client accounts

Services offered by DENALI WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DENALI WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Daniel John Ringsred offer?

Daniel John Ringsred specializes in Financial Planning, Investment Management.

What are Daniel John Ringsred's credentials?

Daniel John Ringsred is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel John Ringsred located?

Daniel John Ringsred is based in MEQUON, Wisconsin, last registered with DENALI WEALTH MANAGEMENT, INC..

How does Daniel John Ringsred charge for services?

Daniel John Ringsred's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DENALI WEALTH MANAGEMENT, INC.?

DENALI WEALTH MANAGEMENT, INC. has approximately 6 employees and manages $257M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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