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Daniel Christopher La Nuez

FIDUCIARY MANAGEMENT, INC.·MILWAUKEE, Wisconsin
SIE, Series 7, Series 24, Series 28, Series 99TOClean recordFIDUCIARY MANAGEMENT, INC.
790 N. WATER STREET, MILWAUKEE, WI 53202CRD# 5473412Firm CRD# 109149

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Christopher La Nuez · MILWAUKEE, WI
Registration
CRD #5473412 · FIDUCIARY MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 28
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FIDUCIARY MANAGEMENT, INC.
CRD 109149 · SEC 801-15164
AUM
$14.9B
Regulatory assets under management
Employees
26
769 client accounts
Services offered by FIDUCIARY MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at FIDUCIARY MANAGEMENT, INC. →
Introduction

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Frequently Asked Questions

What services does Daniel Christopher La Nuez offer?
Daniel Christopher La Nuez specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Daniel Christopher La Nuez's credentials?
Daniel Christopher La Nuez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Christopher La Nuez located?
Daniel Christopher La Nuez is based in MILWAUKEE, Wisconsin, working with FIDUCIARY MANAGEMENT, INC.. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Daniel Christopher La Nuez charge for services?
Daniel Christopher La Nuez'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 FIDUCIARY MANAGEMENT, INC.?
FIDUCIARY MANAGEMENT, INC. has approximately 26 employees and manages $14.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FIDUCIARY MANAGEMENT, INC.

John Scott Brandser
MILWAUKEE, WI
Bladen Jeffrey Burns
MILWAUKEE, WI
Jessica Porter Taske
MILWAUKEE, WI
Patrick J English
MILWAUKEE, WI

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