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ED

Eitel G. Dannenfels

GLOBAL WEALTH STRATEGIES AND ASSOCIATES
Eagan, MN 55121
Some features on this profile are disabled
CRD#: 7010143
ED

Professional summary

Eitel Guillermo Dannenfels, who also goes by Eitel Dannenfels, is a registered financial advisor currently at GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC located in Eagan, Minnesota.

Eitel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Eitel has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eitel Dannenfels

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 Eitel Guillermo Dannenfels'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

May 7, 2026 - Present

GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC

Office #1: 2640 Eagan Woods Drive Suite 200, Eagan, MN 55121
RIA
CRD#: 316072
Eagan, MN
Past

October 26, 2020 - November 13, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Golden Valley, MN

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".
GW
GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC
GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC | GWS&A

CRD#: 316072 / SEC#: 801-122556

RIA
Registered Investment Advisory firm - (10/25/2021 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
Minnesota
(5/7/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/7/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/9/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/12/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 10/24/2020
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/12/2020
Securities Industry Essentials Examination

Current Firm

GW
GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC
GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC | GWS&A

CRD#: 316072 / SEC#: 801-122556

RIA
Registered Investment Advisory firm - (10/25/2021 Approved)
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Contact information

Main Address
3200 Cherry Creek South Drive Suite 280, Denver, CO 80209
Mailing Address
Phone number
(720) 420-4870
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (1/21/2026)

Regulatory assets under management

Total Number of Accounts2,946
AUM (Assets Under Management)$ 456,960,110

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/13/2025
Cover Page
Report
11/20/2024
Cover Page
Report
10/20/2023
Cover Page
Report

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.

Company Information

GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC

CRD#: 316072Eagan, MN 55121

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