Danielle A. Dettenmayer

TACTICAL WEALTH PARTNERS

Southern Pines, NC

Some features on this profile are disabled

CRD#: 7546659

Professional summary

Danielle Anne Dettenmayer, who also goes by Danielle Anne Ricciardi, is a registered financial advisor currently at TACTICAL WEALTH PARTNERS located in Southern Pines, North Carolina.

Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Danielle has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Danielle Anne Ricciardi

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 Danielle Anne Dettenmayer's 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 12, 2022 - Present

TACTICAL WEALTH PARTNERS

RIA

CRD#: 286416

Southern Pines, NC

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

Texas
(5/12/2022)

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Exams

Current Firm

TACTICAL WEALTH PARTNERS

TACTICAL WEALTH PARTNERS | TACTICAL WEALTH PARTNERS, LLC

CRD#: 286416 / SEC#:

Indiana

Registered Investment Advisory firm - (8/8/2023 Approved)

Texas

Registered Investment Advisory firm - (2/9/2017 Approved)

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Contact information

Main Address

Zionsville, IN

Mailing Address

Phone number

(210) 843-4866

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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