Daniel Roseth (CRD# 7687302) is an Investment Advisor Representative working at 83rd St. Wealth Management, LLC in Riverwoods, IL and has 1 year of experience in the finance industry.
CRD# 3244914
Ameriprise Financial Services, LLC
CRD# 1343591
Ausdal Financial Partners, Inc.
CRD# 4574728
Curi Rmb Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 83rd St. Wealth Management, LLC | South Barrington, IL | Jan 2023 - Current | 1 |
| H.d. Roseth & Associates, Ltd. | Riverwoods, IL | Aug 2015 - Current | 8 |
| Robbins & Associates LLC | Chicago, IL | Feb 2015 - Jul 2015 | < 1 |
| Anderson Tax, LLC | Chicago, IL | Jan 2013 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- IL
-
Total Assets Under Management86MILLIONS
-
Total Number of Accounts240ACCOUNTS
-
Average Account Value$356,517
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
IL
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.