DN
Daniel D. Niednagel
BIRD ROCK MANAGEMENT
LAGUNA BEACH, CA 92651
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CRD#: 5613211
DN
Professional summary
Daniel Deans Niednagel is a registered financial advisor currently at BIRD ROCK MANAGEMENT, LLC located in Laguna Beach, California.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Daniel has worked at 2 firms and has passed the Series 65 exam.
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.
[1.]� NOB: SKIZZIM.COM, INC. TITLE: PRESIDENT. START DATE: 04/24/2001. INVESTMENT RELATED. DUTIES: SOLE OWNER OF PERSONAL CORPORATION. APPROX 5 HOURS/MONTH.
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[2.]� RED BLUFF FUNDING, LLC. TITLE: PASSIVE MEMBER. START DATE: 08/03/2003. INVESTMENT RELATED. DUITES: OVERSEE PERSONAL ASSETS OF THE IA'S ONLY. APPROX 5 HOURS/MONTH
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[3.]� THREE ARCH CAPITAL MANAGEMENT, LLC. TITLE: MANAGING MEMBER. START DATE: 08/06/2003. INVESTMENT RELATED. DUTIES: OVERSEE PERSONAL ASSETS OF THE IA'S ONLY. APPROX 10 HOURS/MONTH
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[4.]� NORTHWEST FUNDING GROUP, LLC. TITLE: MANAGING MEMBER. START DATE: 08/07/2003. INVESTMENT RELATED. DUTIES: OVERSEE PERSONAL ASSETS OF THE IA'S ONLY. REMNANT OF PRIOR BUSINESS ACTIVITY. APPROX 5 HOURS/MONTH
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[5.]� SOUTHLAND HOME MORTGAGE, LLC. TITLE: MANAGING MEMBER. START DATE: 06/25/2008. INVESTMENT RELATED. CURRENTLY NO ACTIVE BUSINESS OPERATIONS. APPROX 1 HOUR/MONTH.
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[6.]� BLUEBIRD CAPITAL FUNDING, LLC. TITLE: MANAGING MEMBER. START DATE: 02/25/2013. INVESTMENT RELATED. DUTIES: OVERSEE PERSONAL ASSETS OF THE IA'S ONLY. APPROX 10 HOURS/MONTH.
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[7.]� NOB: BIRD ROCK HOME MORTGAGE, INC. TITLE: MANAGING MEMBER. START DATE: 11/06/2014. INVESTMENT RELATED. DUTIES: OVERSEE FUNDING USED TO BUY AND SELL HOME. APPROX 80 HOURS/MONTH
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Deans Niednagel'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®
NoneExperience
Current
May 24, 2016 - Present
BIRD ROCK MANAGEMENT, LLC
Office #1: 1590 S Coast Hwy #16, Laguna Beach, CA 92651RIA
CRD#: 174293
LAGUNA BEACH, CA
Past
October 30, 2008 - July 6, 2009
CRITERION WEALTH MANAGEMENT
RIA
CRD#: 142180
VALENCIA, CA
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
California(5/24/2016)
Current Firm
BR
BIRD ROCK MANAGEMENT, LLC
BIRD ROCK MANAGEMENT, LLC
CRD#: 174293 / SEC#:
California
Registered Investment Advisory firm - (5/24/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1590 S Coast Hwy #16, Laguna Beach, CA 92651
Mailing Address
Phone number
(949) 715-0900
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 11,592,500 |
Red Flags
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