Daniel Scharlach, financial advisor Angola IN

Daniel Scharlach

CRD Number: 4424445
Current Firm: Stratos Wealth Partners, Ltd

Daniel Scharlach (CRD# 4424445) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Angola, IN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Angola, IN Feb 2013 - Current 7
Stratos Wealth Partners, Ltd Angola, IN Feb 2013 - Current 7
Financial Design Group St Paul, MN Jul 2001 - Feb 2013 11
Securian Financial Services St Paul, MN Jul 2001 - Feb 2013 11
Woolman Financial Group Ft. Wayne, IN Jul 2001 - Feb 2013 11
Minnesota Life Ins Co St Paul, MN Jul 2001 - Feb 2013 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2001
Contact Info for Daniel S. Scharlach
Phone Number: 440-519-2500
Registered State(s):
  • IN
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    5,444
    MILLIONS
  • Total Number of Accounts
    21,245
    ACCOUNTS
  • Average Account Value
    $256,229
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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