Daniel
Estenson
Great Valley Advisor Group, Inc
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About this Advisor
Daniel Estenson is a certified financial planner who works in Altoona, Wisconsin, with 3 years of relevant experience. Estenson currently works for Great Valley Advisor Group, Inc. The advisor has gained experience at Bernicke & Associates, LTD, Triad Advisors, Inc, Triad Advisors, LLC, Bernicke Wealth Management, LTD, Lpl Financial LLC and Great Valley Advisor Group, Inc. Estenson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Minnesota, Texas and Wisconsin. Great Valley Advisor Group, Inc is a business that has its headquarters in Wilmington, DE. The company has offices in 72 locations and a total of 146 people on staff. It manages $5 billion in assets across its 21,345 accounts, placing it among the largest firms in the nation by assets under management. Of its 21,345 accounts, just 3% are held by high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules typically vary depending on which service is offered. Fees billed by Great Valley Advisor Group, Inc can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Great Valley Advisor Group, Inc Brokerage Details
$5,084,083,044
146
21,345
$238,186
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Daniel Estenson Work History
Daniel has been registered as a financial advisor for 3 years.*
Lpl Financial LLC
Great Valley Advisor Group, Inc
Bernicke Wealth Management, LTD
Triad Advisors, LLC
Triad Advisors, Inc
Bernicke & Associates, LTD
Triad Advisors, Inc
Triad Advisors, Inc
Bernicke & Associates, LTD
*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 Estenson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Great Valley Advisor Group, Inc
Kutztown, PA
Boca Raton, FL
Wilmington, DE
Waukesha, WI
Brookfield, WI
Wilmington, DE
Boca Raton, FL
Waukesha, WI
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.
