Daniel Francis Miller

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → 03/2026
  Ubs Financial Services Inc
  Wayzata, MN
• 03/2026 → Present
  Wells Fargo Advisors Financial Network, Llc
  Wayzata, MN

Previous Registrations

• 2010-03-19 → 2026-03-13
  Ubs Financial Services Inc.
  Wayzata, MN
  Minneapolis, MN
  Edina, MN

Other Businesses

SNOW PINE HOLDINGS, LLC ; INV RELATED;MEDINA,MN; MERCHANT TRANSACTION;6% OWNERSHIP; START DATE: 03/03/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING; SNOW PINE LEGACYCO, LLC; INV RELATED;MEDINA,MN; MERCHANT LLC ;10% OWNERSHIP; START DATE: 03/03/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING; PIONEER PRIVATE WEALTH LLC; INV RELATED;WAYZATA,MN; LLC;100% OWNERSHIP; START DATE: 03/03/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING; SNOW PINE WEALTH, LLC; INV RELATED;WAYZATA,MN; LLC;100% OWNERSHIP; START DATE: 03/03/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING; SNOW PINE LEGACY PARTNERS, LLC; INV RELATED;WAYZATA,MN; LLC;100% OWNERSHIP; START DATE: 03/03/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-10
• S63 Uniform Securities Agent State Law Examination
  1996-11-29

Other Names

• Daniel Francis Miller
• Daniel Miller