Daniel G. Wilhelm
Professional summary
Daniel Gene Wilhelm, who also goes by Dan Wilhelm, is a registered financial advisor currently at ANALYTICAL INVESTMENT SERVICES located in La Crosse, Wisconsin.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Daniel has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Gene Wilhelm's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2007 - Present
ANALYTICAL INVESTMENT SERVICES
Office #1: 1523 Rose Street, Ste 8, La Crosse, WI 54603May 18, 2001 - February 1, 2007
SII INVESTMENTS, INC.
July 5, 1994 - February 12, 2001
SECURITIES SERVICE NETWORK, LLC
August 3, 1993 - July 7, 1994
KEOGLER, MORGAN & COMPANY, INC.
March 24, 1988 - August 4, 1993
IDS LIFE INSURANCE COMPANY
March 24, 1988 - August 4, 1993
AMERIPRISE FINANCIAL SERVICES, LLC
June 8, 1987 - March 31, 1988
WADDELL & REED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2007)
Exams
Current Firm
ANALYTICAL INVESTMENT SERVICES
CRD#: 111235 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 45 |
| AUM (Assets Under Management) | $ 7,511,714 |
Red Flags
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