Daniel E. Basinger
Professional summary
Daniel Emanuel Basinger, CFP®, who also goes by Daniel Emanuel Basinger, is a registered financial advisor currently at VICTORY WEALTH MANAGEMENT, LLC located in Gilberts, Illinois.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Daniel has worked at 5 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 Emanuel Basinger's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 24, 2022 - Present
VICTORY WEALTH MANAGEMENT, LLC
August 12, 2019 - August 25, 2022
NORTHROCK PARTNERS, LLC
March 9, 2015 - August 15, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
December 17, 2014 - August 15, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
October 1, 2012 - December 12, 2014
J.P. MORGAN SECURITIES LLC
August 15, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/24/2022)
(8/25/2022)
Exams
Current Firm
VICTORY WEALTH MANAGEMENT, LLC
CRD#: 322540 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 121 |
| AUM (Assets Under Management) | $ 26,643,508 |
Red Flags
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