![Dan Kronmal, financial advisor Bellevue WA](/img/ws/profile-blank-sq.png)
Dan Kronmal (CRD# 5858174) is an Investment Advisor Representative working at Mariner Wealth in Bellevue, WA and has over 13 years of experience in the finance industry.
CRD# 6886032
Capital Partners Wealth Management
![Jeffrey Janeway, financial advisor Bellevue WA](/img/ws/profile-blank-sq.png)
CRD# 6533806
Harbour Investments, Inc.
![Angela Jolley, financial advisor Bellevue WA](/img/ws/profile-blank-sq.png)
CRD# 4337938
Aspire Capital Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mariner Wealth Advisors | Bellevue, WA | Apr 2021 - Current | 3 |
Tiaa-cref Individual & Institutional Services, LLC | Bellevue, WA | Aug 2014 - Mar 2021 | 6 |
Tiaa | Bellevue, WA | Aug 2014 - Mar 2021 | 6 |
Mml Investors Services Inc. | Seattle, WA | Dec 2010 - Aug 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2011 |
S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
- WA
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Total Assets Under Management81,107MILLIONS
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Total Number of Accounts132,567ACCOUNTS
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Average Account Value$611,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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