Daniel Joseph Wendol
CFP®Professional Summary
Daniel Joseph Wendol, CFP® is a registered financial advisor currently at DOLPHIN FINANCIAL GROUP located in Clearwater, Florida. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Daniel has worked at 3 firms and has passed the Series 65, Series 63, Series 55 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
DOLPHIN FINANCIAL GROUP | TRS WEALTH MANAGEMENT, INC. | DOLPHIN WEALTH MANAGEMENT, INC.
Contact Information
Main Address
2430 Estancia Blvd. Suite 206, Clearwater, FL 33761Phone Number
(888) 508-5935# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
223AUM (Assets Under Management)
$37,019,197Similar 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
(2/20/2014)
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 55 — Limited Representative-Equity Trader Exam
Passed Jan 2005Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Joseph Wendol's CRS (Customer Relationship Summary).
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