Tibor R. Dani

WEALTHNESS LLC

Boonton, NJ 07005

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CRD#: 4175292

Professional summary

Tibor Richard Dani JR, CFP® is a registered financial advisor currently at WEALTHNESS LLC located in Boonton, New Jersey.

Tibor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Tibor has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Name: Monetare LLC; Title: Business Consultant; Start: 10/2018; Investment related: No; Address: Mountain Lakes, NJ; Nature: Business consulting; Hours: 20 during securities trading: 0; Description: offer business owners guidance on improving cash flow and improving the value of their business Name: Family Business Media; Title: Talk Show Host; Start: 10/2018; Investment related: No; Address: Mountain Lakes, NJ; Nature: Education company; Hours: 8 during securities trading: 0; Description: Interview successful family business owners

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tibor Richard Dani JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

June 7, 2019 - Present

WEALTHNESS LLC

Office #1: 906 Main Street, Boonton, NJ 07005

RIA

CRD#: 298675

Boonton, NJ

Past

February 3, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

November 20, 2003 - May 8, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MOUNTAIN LAKES, NJ

Past

January 17, 2003 - May 8, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MOUNTAIN LAKES, NJ

Past

May 9, 2000 - March 29, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 9, 2000 - March 29, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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.

Highlighted states indicate IAR registrations

IAR

New Jersey
(6/7/2019)

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

State Security Law Exam

IAR

Series 66

Date: 5/2/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/8/2000

General Securities Representative Examination

Current Firm

WEALTHNESS LLC

CRD#: 298675 / SEC#:

New Jersey

Registered Investment Advisory firm - (6/7/2019 Approved)

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Contact information

Main Address

906 Main Street, Boonton, NJ 07005

Mailing Address

Phone number

(973) 387-4900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	130
AUM (Assets Under Management)	$ 28,272,400

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Tibor R. Dani

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tibor Richard Dani JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHNESS LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/2/2000

SIE

Date: 10/1/2018

Series 7

Date: 5/8/2000

Current Firm

WEALTHNESS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTHNESS LLC

TRUST BUT VERIFY

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