Daniel
Mulheran
Abbey Street
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About this Advisor
Daniel Mulheran is a financial advisor working in Eden Prairie, Minnesota with 4 years of industry experience. Mulheran is currently employed by Abbey Street. Throughout their career, they have worked at The Knw Group, Nfp Securities, Inc, Abbey Street and Kestra Financial Services, Inc. Mulheran has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Minnesota. Abbey Street is a firm operating out of Eden Prairie, MN. It manages $193 million in total assets between its 527 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 527 accounts, 23% belong to high-net-worth investors who have more than $1 million in assets available to invest. Abbey Street offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fees are based on which service is offered. Fees billed by Abbey Street most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Abbey Street Brokerage Details
$192,566,654
12
527
$365,402
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Daniel Mulheran Work History
Daniel has been registered as a financial advisor for 4 years.*
Abbey Street
Kestra Financial Services, Inc
Nfp Securities, Inc
The Knw Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Mulheran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Eden Prairie, MN
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
