Daniel
Oconnell
Wells Fargo Investment Institute, Inc
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About this Advisor
Daniel Oconnell is a financial advisor based in Dallas, Texas, working with Wells Fargo Investment Institute, Inc. Daniel has previously held positions at Wells Fargo Investment Institute, Inc, Ameriprise Financial, and Wells Fargo Private Bank. Daniel has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Daniel is part of Wells Fargo Investment Institute, Inc, which operates out of Dallas, Texas. The firm has 6 offices and 251 employees. The firm manages assets totaling $44.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Wells Fargo Investment Institute, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wells Fargo Investment Institute, Inc Brokerage Details
$43,998,251,201
251
20,338
$2,163,352
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Daniel Oconnell Work History
Wells Fargo Investment Institute, Inc
Wells Fargo Private Bank
Ameriprise Financial
Disclosures
Please visit the SEC profile of Daniel Oconnell 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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