Daniel P. Weisenbach
Professional summary
Daniel P Weisenbach, who also goes by Dan P Weisenbach, Dan Weisenbach, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Carmel, Indiana.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Daniel has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel P Weisenbach's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 30, 2020 - Present
AE WEALTH MANAGEMENT, LLC
Office #2: 8888 Keystone Xing Ste 1300, Indianapolis, IN 46240Office #3: 4 S Park Ave Ste 260, Batesville, IN 47006May 20, 2010 - November 27, 2020
AMERITAS INVESTMENT COMPANY, LLC
March 1, 2010 - November 27, 2020
AMERITAS INVESTMENT COMPANY, LLC
January 25, 2008 - December 31, 2009
FINANCIAL SOLUTIONS OF INDIANA, INC.
August 10, 1987 - September 30, 1988
NEW ENGLAND SECURITIES
Primary Firm SEC Registration
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/30/2020)
Exams
Current Firm
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,059 |
| AUM (Assets Under Management) | $ 37,525,706,084 |
Red Flags
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