Danielle Marie Howard

Current Employers

Employment History

• 10/1992 → Present
  Wealth By Design, Llc
  Basalt, CO
• 11/1994 → Present
  Wealth By Design, Llc
  Basalt, CO
• 07/2000 → Present
  Angel Fund
  Basalt, CO
• 12/1989 → Present
  Trt Partnership
  Basalt, CO
• 01/2007 → Present
  Lighthouse Financial, Llc
  Broomfield, CO
• 01/2009 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 03/2014 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2011-01-13 → 2014-06-17
  Sela Capital Group Llc
  Basalt, CO
• 2007-03-30 → 2009-12-31
  Sela Capital Group Llc
  Basalt, CO
• 2007-01-26 → 2009-01-28
  Cetera Wealth Services, Llc
  Broomfield, CO
  Basalt, CO
• 2005-06-08 → 2006-12-31
  Voya Financial Advisors, Inc.
  Basalt, CO
  Basalt, CO

Other Businesses

1 )PUBLIC SPEAKER AND FACILITATOR, 23300 TWO RIVERS RD SUITE 35, BASALT, CO, INVREL, 7/2017, 10HRS/WK, 6HRS/TRADING. 2) INDEPENDENT INSURANCE AGENT, 23300 TWO RIVERS RD, STE 34, BASALT, CO, 1/1993 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5 HR/WK - 30/TRADING. 3) TOLLE PROPERTIES,2280 MIDLAND,GLENWOOD, CO 81621, PROPERTY MNGR, COLLECT RENT FOR TWO PROPERTIES(OWNED BY FATHER), BOOKKEEPING, LEASE NEGOTIATION, GENERAL PROPERTY MGMT, 15HR/YR, 0/TRADE. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 35 HR/WK - 35/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 5) AUTHOR, 23300 TWO RIVERS RD, STE 34, BASALT, CO, 9/2016. INV REL - 5 HR/WK - 0/TRADING. 6) WEALTH BY DESIGN LLC, 23300 TWO RIVERS RD STE 34 BASALT, CO 81621. BEGAN 6/01/13 AS MANAGER/MEMBER OF LLC TO PROVIDE TAX & LEGAL LIABILITY. INVESTMENT RELATED. DEVOTES 40/WK. 6 DURING TRADING. 7) BAIULUS, 2280 MIDLAND AVE GLENWOOD SPRINGS, CO. REAL ESTATE MEMBER. 12/02/2015. NOT INVESTMENT RELATED. 1/MONTHLY, NONE/TRADE. 8) STREAMSIDE CONDO OWNERS ASSOCIATION, 23300 TWO RIVERS RD SUITE 24, BASALT, CO 81621 ; BEGAN 06/15/2014 ; AS SECRETARY ; NOT INVESTMENT RELATED ; DEVOTES 2 HRS/MO ; NONE DURING TRADING HOURS ; NON-PROFIT. 9) HABITAT FOR HUMANITY - RFV, 53 Calaway Ct Glenwood Springs CO 81601, 10/2021, President, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 25 HR/MONTH 10 HR/MONTH TRADING 10) SAVVY LADIES LLC, 39 Broadway, Suite 1730, New York, NY, 10/2023, WOMEN'S FINANCIAL COACHING, NIR, 5 HR/MO - 5 HR TRADING

Exams

• S66 Uniform Combined State Law Examination
  2005-06-02
• S63 Uniform Securities Agent State Law Examination
  2004-10-25

Other Names

• Danielle Marie Tolle