Daniel Bert Marcotte
CFP®Professional Summary
Daniel Bert Marcotte, CFP®, who also goes by Daniel B Marcotte, Daniel Marcotte, Daniel Bert Marlotte, was a registered financial advisor. Daniel was a previously registered financial professional and started their career in finance 1992 - 2024. Daniel had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 16, Series 7, Series 53, Series 24 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Small Business Planning
- Retirement Planning
- Business Succession Planning
- Comprehensive Financial Planning
- Investment Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Other Aliases
Daniel B Marcotte, Daniel Marcotte, Daniel Bert Marlotte
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
DOXA ADVISORS LLC | DOXA FINANCIAL CORP. | DOXA ADVISORS, LLC
Contact Information
Main Address
2780 Snelling Ave N Suite 209, Roseville, MN 55113Phone Number
(651) 400-1100# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
275AUM (Assets Under Management)
$96,136,000Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Daniel
- Small Business Planning
- Retirement Planning
- Business Succession Planning
- Comprehensive Financial Planning
- Investment Planning
- Estate Planning
- Tax Planning
- Insurance Planning
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