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DW

Daniel K. Wilson

Minnetonka, MN 55305
Some features on this profile are disabled
CRD#: 6273130
DW
Daniel Kelly Wilson

Professional summary

Daniel Kelly Wilson, who also goes by Dan Wilson, was a registered financial advisor .

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Daniel had worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Dan Wilson

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.
Name of the other business: Zeotro Investment-related: No (Non-advisory) Address: 17775 48th Pl N Plymouth, MN 55446 Nature of the other business: Financial data publishing and software development Position: Owner Title/Relationship: Principal Operator Start Date: 05/2025 Approximate hours/month: ~24 hours (reflecting the 10% to 15% allocation of total professional time) Hours during trading hours: 0 (Activities are conducted predominantly outside of standard market hours) Duties: I operate a financial data publishing Delaware C-Corporation where I develop custom Python automation scripts and provide generalized data analyses for a flat subscription fee. I do not provide individualized investment advice or execute security transactions through this entity. Strict digital and time-allocation firewalls are enforced to completely isolate these operations from advisory clients.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

September 25, 2026 - Present

Office #1: 601 Carlson Parkway Suite 1050, Minnetonka, MN 55305
Minnetonka, MN
Past

December 6, 2013 - November 12, 2015

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
MAPLE GROVE, MN

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
Minnesota
(9/25/2026)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 6/18/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 2/24/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 11/12/2015
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 6
Status Unavailable
Passed: 12/6/2013
Investment Company Products/Variable Contracts Representative Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

No current employment

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