Daniel S. Sinnen

ALONGSIDE

Mount Pleasant, WI 53177

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CRD#: 5724887

Professional summary

Daniel Stephen Sinnen, who also goes by Dan Sinnen, is a registered financial advisor currently at ALONGSIDE, LLC located in Mount Pleasant, Wisconsin.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Daniel has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dan Sinnen

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Stephen Sinnen's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 1, 2025 - Present

ALONGSIDE, LLC

Office #1: 13200 Globe Dr Suite 112, Mount Pleasant, WI 53177

RIA

CRD#: 333587

Mount Pleasant, WI

Past

October 7, 2019 - December 31, 2025

THRIVENT ADVISOR NETWORK, LLC

RIA

CRD#: 304569

Racine, WI

Past

April 19, 2013 - September 26, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

Racine, WI

Past

January 1, 2010 - September 26, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

Racine, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALONGSIDE, LLC

ABIDING WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | ALONGSIDE, LLC

CRD#: 333587 / SEC#: 801-131682

RIA

Registered Investment Advisory firm - (1/15/2025 Approved)

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

Wisconsin
(12/1/2025)

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 65

Date: 4/18/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/29/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/28/2009

General Securities Representative Examination

Current Firm

ALONGSIDE, LLC

ABIDING WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | ALONGSIDE, LLC

CRD#: 333587 / SEC#: 801-131682

RIA

Registered Investment Advisory firm - (1/15/2025 Approved)

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Contact information

Main Address

3711 S Mopac Expy Suite 150, Austin, TX 78746

Mailing Address

Phone number

(214) 563-1190

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALONGSIDE, LLC ADV PART 2A (5/28/2025)

Red Flags

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.

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Firm Stability Insights

Daniel S. Sinnen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Stephen Sinnen's CRS (Customer Relationship Summary).

Certified licenses

Experience

THRIVENT ADVISOR NETWORK, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

ALONGSIDE, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/18/2013

Series 63

Date: 1/29/2010

SIE

Date: 10/1/2018

Series 7

Date: 12/28/2009

Current Firm

ALONGSIDE, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ALONGSIDE, LLC

TRUST BUT VERIFY

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