AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
DK

Daniel Vanwagoner Kill

ChFC®
DV KILL ADVISORY SERVICES
MARQUETTE, MI
·CRD# 2914976·29 years experience

Professional Summary

Daniel Vanwagoner Kill, ChFC®, who also goes by Dan Kill, Daniel V Kill, is a registered financial advisor currently at DV KILL ADVISORY SERVICES, LLC located in Marquette, Michigan. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Daniel has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Dan Kill, Daniel V Kill

Blog Corner

Similar Advisors

Alexander Winslow Kimmel
Alexander Winslow Kimmel

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO, CA · CRD#
View profile
Andrew David Sbardella
Andrew David Sbardella

EQUITABLE ADVISORS, LLC

CHARLOTTE, NC · CRD#
Joshua Warren Tschirgi
Joshua Warren Tschirgi

INDEPENDENT FINANCIAL GROUP, LLC

WEST LINN, OR · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Alexander Winslow Kimmel
Alexander Winslow Kimmel

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO, CA · CRD#
Andrew David Sbardella
Andrew David Sbardella

EQUITABLE ADVISORS, LLC

CHARLOTTE, NC · CRD#
ED
Edgar Duran

TRANSAMERICA FINANCIAL ADVISORS, LLC

WEST PALM BEACH, FL · CRD#
Joshua Warren Tschirgi
Joshua Warren Tschirgi

INDEPENDENT FINANCIAL GROUP, LLC

WEST LINN, OR · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Alexander Winslow Kimmel
Alexander Winslow Kimmel

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO, CA · CRD#
Andrew David Sbardella
Andrew David Sbardella

EQUITABLE ADVISORS, LLC

CHARLOTTE, NC · CRD#
ED
Edgar Duran

TRANSAMERICA FINANCIAL ADVISORS, LLC

WEST PALM BEACH, FL · CRD#
Joshua Warren Tschirgi
Joshua Warren Tschirgi

INDEPENDENT FINANCIAL GROUP, LLC

WEST LINN, OR · CRD#

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.

Similar Advisors

Alexander Winslow Kimmel
Alexander Winslow Kimmel

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO, CA · CRD#
Andrew David Sbardella
Andrew David Sbardella

EQUITABLE ADVISORS, LLC

CHARLOTTE, NC · CRD#
ED
Edgar Duran

TRANSAMERICA FINANCIAL ADVISORS, LLC

WEST PALM BEACH, FL · CRD#
Joshua Warren Tschirgi
Joshua Warren Tschirgi

INDEPENDENT FINANCIAL GROUP, LLC

WEST LINN, OR · CRD#

Credentials

ChFC®
Chartered Financial Consultant

Years of Experience

29 years in the financial services industry

Current & Past Employments

DV KILL ADVISORY SERVICES, LLC·CRD# 172883
RIA
936 Sherman Street, Marquette, MI 49855
January 13, 2015 - Present
OHLMANN INVESTMENT ADVISORS LLC·CRD# 165354
RIA
Grand Rapids, MI
April 16, 2013 - July 6, 2015
PRINCIPAL SECURITIES, INC.·CRD# 1137
RIA
Negaunee, MI
March 5, 2010 - May 14, 2012
PRINCIPAL SECURITIES, INC.·CRD# 1137
BD
Negaunee, MI
November 15, 2006 - May 14, 2012
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
Negaunee, MI
January 6, 2006 - November 2, 2006
CETERA INVESTMENT SERVICES LLC·CRD# 15340
RIA
Marquette, MI
October 20, 2004 - January 6, 2006
CETERA INVESTMENT SERVICES LLC·CRD# 15340
BD
St. Cloud, MN
October 1, 2004 - January 6, 2006
NATCITY INVESTMENTS, INC.·CRD# 17490
BD
Cleveland, OH
September 9, 2002 - October 1, 2004
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
Austin, TX
August 16, 2002 - September 10, 2002
HANTZ FINANCIAL SERVICES, INC.·CRD# 46047
BD
Southfield, MI
June 23, 1999 - August 22, 2002
VESTAX SECURITIES CORPORATION·CRD# 10332
BD
Hudson, OH
December 15, 1997 - June 25, 1999
GOLDK INVESTMENT SERVICES, INC·CRD# 15514
BD
Boston, MA
September 15, 1997 - December 17, 1997

Similar Advisors

Alexander Winslow Kimmel
Alexander Winslow Kimmel

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO, CA · CRD#
Andrew David Sbardella
Andrew David Sbardella

EQUITABLE ADVISORS, LLC

CHARLOTTE, NC · CRD#
ED
Edgar Duran

TRANSAMERICA FINANCIAL ADVISORS, LLC

WEST PALM BEACH, FL · CRD#
Joshua Warren Tschirgi
Joshua Warren Tschirgi

INDEPENDENT FINANCIAL GROUP, LLC

WEST LINN, OR · CRD#

Current Firm

DK
DV KILL ADVISORY SERVICES, LLC

DV KILL ADVISORY SERVICES, LLC | KILL, DANIEL V

CRD#: 172883
Michigan
Registered Investment Advisory firm - Michigan (1/12/2015 Approved)

Contact Information

Main Address

936 Sherman Street, Marquette, MI 49855

Phone Number

(906) 250-9363

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

64

AUM (Assets Under Management)

$5,100,000

Similar Advisors

Alexander Winslow Kimmel
Alexander Winslow Kimmel

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO, CA · CRD#
Andrew David Sbardella
Andrew David Sbardella

EQUITABLE ADVISORS, LLC

CHARLOTTE, NC · CRD#
ED
Edgar Duran

TRANSAMERICA FINANCIAL ADVISORS, LLC

WEST PALM BEACH, FL · CRD#
Joshua Warren Tschirgi
Joshua Warren Tschirgi

INDEPENDENT FINANCIAL GROUP, LLC

WEST LINN, OR · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

DANIEL VANWAGONER KILL IS A LICENSED INSURANCE AGENT. FROM TIME TO TIME, HE WILL OFFER CLIENTS ADVICE OR PRODUCTS FROM THIS ACTIVITY. CLIENTS SHOULD BE AWARE THAT THESE SERVICES PAY A COMMISSION AND INVOLVE A POSSIBLE CONFLICT OF INTEREST, AS COMMISSIONABLE PRODUCTS CAN CONFLICT WITH THE FIDUCIARY DUTIES OF A REGISTERED INVESTMENT ADVISER. DV KILL ADVISORY SERVICES, LLC ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT; INCLUDING IN THE SALE OF COMMISSIONABLE PRODUCTS TO ADVISORY CLIENTS. CLIENTS ARE IN NO WAY REQUIRED TO IMPLEMENT THE PLAN THROUGH ANY REPRESENTATIVE OF DV KILL ADVISORY SERVICES, LLC IN THEIR CAPACITY AS A LICENSED INSURANCE AGENT.

Similar Advisors

Alexander Winslow Kimmel
Alexander Winslow Kimmel

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO, CA · CRD#
Andrew David Sbardella
Andrew David Sbardella

EQUITABLE ADVISORS, LLC

CHARLOTTE, NC · CRD#
ED
Edgar Duran

TRANSAMERICA FINANCIAL ADVISORS, LLC

WEST PALM BEACH, FL · CRD#
Joshua Warren Tschirgi
Joshua Warren Tschirgi

INDEPENDENT FINANCIAL GROUP, LLC

WEST LINN, OR · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Michigan
(1/13/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2002About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1997About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Sep 1997About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Aug 2003About the Series 24 exam

Similar Advisors

Alexander Winslow Kimmel
Alexander Winslow Kimmel

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO, CA · CRD#
Andrew David Sbardella
Andrew David Sbardella

EQUITABLE ADVISORS, LLC

CHARLOTTE, NC · CRD#
ED
Edgar Duran

TRANSAMERICA FINANCIAL ADVISORS, LLC

WEST PALM BEACH, FL · CRD#
Joshua Warren Tschirgi
Joshua Warren Tschirgi

INDEPENDENT FINANCIAL GROUP, LLC

WEST LINN, OR · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Vanwagoner Kill's CRS (Customer Relationship Summary).

Similar Advisors

Alexander Winslow Kimmel
Alexander Winslow Kimmel

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO, CA · CRD#
Andrew David Sbardella
Andrew David Sbardella

EQUITABLE ADVISORS, LLC

CHARLOTTE, NC · CRD#
ED
Edgar Duran

TRANSAMERICA FINANCIAL ADVISORS, LLC

WEST PALM BEACH, FL · CRD#
Joshua Warren Tschirgi
Joshua Warren Tschirgi

INDEPENDENT FINANCIAL GROUP, LLC

WEST LINN, OR · CRD#
DK
Follow Daniel
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required