Daniel J. Determan
Professional summary
Daniel John Determan, CFP®, ChFC®, who also goes by Daniel John Determan Mr, David John Determan, is a registered financial advisor currently at CLF ASSET MANAGEMENT, INC. located in Madison, Wisconsin.
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, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel John Determan's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
June 27, 2016 - Present
CLF ASSET MANAGEMENT, INC.
Office #1: 999 Fourier Drive Suite 301, Madison, WI 53717November 7, 2011 - June 29, 2016
WOODBURY FINANCIAL SERVICES, INC.
November 7, 2011 - June 29, 2016
WOODBURY FINANCIAL SERVICES, INC.
June 23, 2011 - November 11, 2011
SIGNATOR INVESTORS, INC.
February 21, 2005 - November 11, 2011
SIGNATOR INVESTORS, INC.
Primary Firm SEC Registration
CLF ASSET MANAGEMENT, INC.
CRD#: 284060 / SEC#: 801-131455
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/27/2016)
Exams
Current Firm
CLF ASSET MANAGEMENT, INC.
CRD#: 284060 / SEC#: 801-131455
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,160 |
| AUM (Assets Under Management) | $ 146,884,969 |
Red Flags
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Company Information
CLF ASSET MANAGEMENT, INC.
CRD#: 284060Madison, WI 53717TRUST BUT VERIFY
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