Maeve K. Mcnamee Danielson
Professional summary
Maeve Kathleen Mcnamee Danielson, who also goes by Maeve Kathleen Danielson, Maeve Kathleen Mcnamee, is a registered financial advisor currently at TRUE WEALTH, LLC located in Carroll, Iowa.
Maeve is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Maeve has worked at 1 firm and has passed the Series 65 and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Maeve Kathleen Mcnamee Danielson's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 2, 2025 - Present
TRUE WEALTH, LLC
Office #1: 302 East 7th Street, Carroll, IA 51401State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/16/2026)
(12/2/2025)
(2/19/2026)
Exams
Current Firm
TRUE WEALTH, LLC
CRD#: 338682 / SEC#:
Contact information
Red Flags
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Company Information
TRUE WEALTH, LLC
CRD#: 338682Carroll, IA 51401TRUST BUT VERIFY
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