Daniel Christian Andersen
CFP®Professional Summary
Daniel Christian Andersen, CFP®, who also goes by Daniel Christian Andserson, is a registered financial advisor currently at PARKSHORE WEALTH MANAGEMENT located in Granite Bay, California. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Daniel has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate & Legacy Planning
- Retirement Planning
- Financial Planning
- Investment Management
- Tax Planning
- Business Services
- Cashflow & Budgeting
Biography
As a financial advisor and vice president of Parkshore Wealth Management, Daniel works with clients to lift the uncertainty that they have about their financial lives. He organizes and simplifies clients’ finances and takes great pleasure in the fact that this process helps them see how they can achieve their dreams and goals. Helping people with their finances is a tradition for Daniel’s family. Daniel co-founded Parkshore with his father, and his grandfather was a...
Other Aliases
Daniel Christian Andserson
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Videos & Posts
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SPECTRUM WEALTH ADVISORY GROUP, LLC
Contact Information
Direct
(xxx) xxx-xxxx
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SPECTRUM WEALTH ADVISORY GROUP, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
14 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
PARKSHORE WEALTH MANAGEMENT | PRINCIPLE WEALTH MANAGEMENT
Contact Information
Main Address
5940 Granite Lake Drive, Granite Bay, CA 95746Phone Number
(916) 797-3007# of Employees
10SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,611AUM (Assets Under Management)
$517,887,077Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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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Primary Firm SEC Registration
PARKSHORE WEALTH MANAGEMENT | PRINCIPLE WEALTH MANAGEMENT
State Registrations and Notice Filings
(5/30/2012)
(7/31/2017)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Christian Andersen's CRS (Customer Relationship Summary).
Services Offered by Daniel
- Estate & Legacy Planning
- Retirement Planning
- Financial Planning
- Investment Management
- Tax Planning
- Business Services
- Cashflow & Budgeting
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SPECTRUM WEALTH ADVISORY GROUP, LLC