![Daniel Mauldin, financial advisor Chico CA](/img/ws/profile-blank-sq.png)
Daniel Mauldin (CRD# 7231018) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Chico, CA and has over 4 years of experience in the finance industry.
![Benito Abarca-Sanchez, financial advisor Chico CA](/img/ws/profile-blank-sq.png)
CRD# 6820956
Edward Jones
![Robert Anderson, financial advisor Chico CA](/img/ws/profile-blank-sq.png)
CRD# 1084751
Osaic Wealth, Inc.
![Matthew Arness, financial advisor Chico CA](/img/ws/profile-blank-sq.png)
CRD# 2704740
Stifel, Nicolaus & Company, Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Chico, CA | Jun 2022 - Current | 2 |
Edward Jones | St Louis, MO | Mar 2020 - Jun 2022 | 2 |
Msc Industrial Supply Company | Melville, NY | Sep 2008 - Mar 2020 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- CA
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- 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 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.