Daniel Aiken

Daniel Aiken Email and Phone Number

Senior Vice President and Investments - Stifel @ Stifel Financial Corp.
Milwaukee, WI, US
Daniel Aiken's Location
Greater Milwaukee, United States
Daniel Aiken's Contact Details
About Daniel Aiken

First Vice President/Investments in our West Bend, Wisconsin office. I believe strongly that there must be a level of comfort between an advisor and client. My experience in building investment portfolios and offering personal investment guidance has allowed my clients to look toward their future with confidence. As a native of Wisconsin, I embody the rich traditions of dedication, hard work, and family that the Midwest is known for. I'm an avid outdoorsman, and my wife, Tania, a former elementary teacher, and I share a commitment to helping others. It is this dedication that has allowed me to excel and match the cares and concerns of my clients. In my free time, I enjoy spending time with my daughters, Olivia and Liliana, and my extended family./*********/Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Daniel Aiken's Current Company Details
Stifel Financial Corp.

Stifel Financial Corp.

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Senior Vice President and Investments - Stifel
Milwaukee, WI, US
Website:
stifel.com
Employees:
7363
Daniel Aiken Work Experience Details
  • Stifel Financial Corp.
    Senior Vice President And Investments - Stifel
    Stifel Financial Corp.
    Milwaukee, Wi, Us
  • Stifel Financial Corp.
    First Vice President/Investments - Stifel
    Stifel Financial Corp. Mar 2018 - Present
    West Bend, Wisconsin
  • Ziegler
    First Vice President - Financial Advisor
    Ziegler Nov 2005 - Mar 2018
    West Bend, Wisconsin
  • Wells Fargo Funds
    Financial Advisor/ Team Leader
    Wells Fargo Funds Apr 2005 - Oct 2005
  • Strong Investments
    Financial Advisor
    Strong Investments Sep 2002 - Apr 2005

Daniel Aiken Skills

Asset Management Investment Advisory Retirement Investments Wealth Management Alternative Investments Portfolio Management Finance Asset Allocation Retirement Planning Series 63 Mutual Funds Series 7 Financial Planning 401k Fixed Income Financial Services Financial Advisory Financial Analysis Relationship Management Investment Strategies Iras Roth Ira Bonds Municipal Bonds Life Insurance Wealth Accumulation Variable Annuities Fixed Annuities Annual Giving Sep Ira Self Directed Ira College Savings Plans Income Protection Registered Investment Advisor Long Term Care Insurance Term Life Insurance Retirement Savings Retirement Solutions Retirement Income Strategies Small Business Business Strategy Tax Free Income Tax Advantaged Investment Strategies Wealth Finra Securities 401k Rollovers

Daniel Aiken Education Details

  • University Of Wisconsin-Oshkosh
    University Of Wisconsin-Oshkosh
    Finance & Marketing

Frequently Asked Questions about Daniel Aiken

What company does Daniel Aiken work for?

Daniel Aiken works for Stifel Financial Corp.

What is Daniel Aiken's role at the current company?

Daniel Aiken's current role is Senior Vice President and Investments - Stifel.

What is Daniel Aiken's email address?

Daniel Aiken's email address is da****@****hoo.com

What is Daniel Aiken's direct phone number?

Daniel Aiken's direct phone number is +131226*****

What schools did Daniel Aiken attend?

Daniel Aiken attended University Of Wisconsin-Oshkosh.

What are some of Daniel Aiken's interests?

Daniel Aiken has interest in Hunting, Northbrook Church, Community, Financial Education.

What skills is Daniel Aiken known for?

Daniel Aiken has skills like Asset Management, Investment Advisory, Retirement, Investments, Wealth Management, Alternative Investments, Portfolio Management, Finance, Asset Allocation, Retirement Planning, Series 63, Mutual Funds.

Who are Daniel Aiken's colleagues?

Daniel Aiken's colleagues are Alejandra Barrientos, Eric Owens, Cfp®, Aams®, Jonathan Saxon, Katherine Fancher Johnes, Dylan Postal, Ryan Anderson, Jt Downin, Cfp®.

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