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Molly Rae Danielson

CETERA WEALTH SERVICES
WEST DES MOINES, IA
·CRD# 6992398·1 year experience

Professional Summary

Molly Rae Danielson, who also goes by Molly Rae Danielson, Molly Danielson, Molly Rae Myrick, Molly Myrick, is a registered financial advisor currently at CETERA WEALTH SERVICES, LLC located in West Des Moines, Iowa and CETERA ADVISORS LLC located in West Des Moines, Iowa. Molly is registered as a RR (Registered Representative) and started their career in finance in 2025. Molly has worked at 4 firms and has passed the Series 7TO, SIE and Series...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Molly Rae Danielson, Molly Danielson, Molly Rae Myrick, Molly Myrick

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Years of Experience

1 years in the financial services industry

Current & Past Employments

CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
1089 Jordan Creek Pkwy Suite 370, West Des Moines, IA 50266
July 7, 2025 - Present
CETERA ADVISORS LLC·CRD# 10299
BD
1089 Jordan Creek Pkwy Suite 370, West Des Moines, IA 50266
July 7, 2025 - Present
CETERA INVESTMENT SERVICES LLC·CRD# 15340
BD
1089 Jordan Creek Pkwy Suite 370, West Des Moines, IA 50266
April 10, 2026 - Present
CETERA FINANCIAL SPECIALISTS LLC·CRD# 10358
BD
1089 Jordan Creek Pkwy Suite 370, West Des Moines, IA 50266
April 10, 2026 - Present

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Current Firm

CF
CETERA FINANCIAL SPECIALISTS LLC

CETERA FINANCIAL BROKERAGE SERVICES | TERRA SECURITIES CORPORATION | GENWORTH FINANCIAL SECURITIES CORPORATION | GENWORTH FINANCIAL BROKERAGE SERVICES | CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358 / SEC#: 8-27082
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

1450 American Lane 6th Floor, Suite #650, Schaumburg, IL 60173

Mailing Address

1450 American Lane 6th Floor, Suite #650, Schaumburg, IL 60173

Phone Number

(888) 528-2987

Established

Delaware since 10/31/2012

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Large

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CETERA FINANCIAL GROUP, INC.SOLE MEMBER—
BANKS, ELAYNE CAMILLEVICE PRESIDENT3070202
BUCHHEISTER, JEFFREY ROBERTCHIEF FINANCIAL OFFICER4709900
BUDEVICH, SERGEVICE PRESIDENT AND TAX OFFICER7996345
BURKOTT, DANIEL PAULCHIEF COMPLIANCE OFFICER4710068
DOWELL, RODNEY CAMMERONPRINCIPAL FINANCIAL OFFICER AND VICE PRESIDENT7376607
GOK, LISA ANNESECRETARY5059738
HOLWEGER, KIMBERLEYCHIEF OPERATING OFFICER AND PRINCIPAL OPERATIONS OFFICER1572778
KIRCHER, NICHOLE MARIEVICE PRESIDENT2876887
LEE, WINNIE AI-LINGASSISTANT SECRETARY7381661
MACKAY, TODD CHRISTOPHERMANAGER2799860
MIZUGUCHI, MAURACHIEF ACCOUNTING OFFICER AND TREASURER5769181
MOLNAR, MICHAEL JAMESVICE PRESIDENT4866129
NEARY, JOSEPH DANIELMANAGER AND VICE PRESIDENT2993505
NILAND, ERIK BRADLEYVICE PRESIDENT2796476
PATTERSON, GERALDVICE PRESIDENT4302538
RAMOS, RAMONMONEY LAUNDERING REPORTING OFFICER2160203
ROTHENBERG, JON HOWARDVICE PRESIDENT2737327
SMILEY, STANLEY ROBERTVICE PRESIDENT3004604
STINSON, TIMOTHY EARL MCCOYVICE PRESIDENT2272183
VAN HAVERMAAT, DAVID JAMESASSISTANT SECRETARY7042846
WATTS, ANDREW DAVIDMANAGER, CHIEF EXECUTIVE OFFICER AND PRESIDENT4780880
WENIG, HARLAN DAVIDVICE PRESIDENT4690768

Disclosures

Regulatory Event

11

Arbitration

3

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 7TO — General Securities Representative Examination

Passed Jul 2025About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Apr 2025About the SIE exam

Series 24 — General Securities Principal Examination

Passed Jan 2026About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Molly Rae Danielson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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