Daniel Paul Stolfa

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2026-06-29

Branch Locations

Lakeville, MN • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Cambridge Investment Research, Inc.	Edina	MN	11/2016	08/2018
Cambridge Investment Research Advisors, Inc.	Edina	MN	11/2016	08/2018
Stiles Financial Services, Inc.	Edin	MN	11/2016	08/2018
Msi Financial Services, Inc.	Minntonka	MN	08/2015	11/2016
Evercore Wealth Management, Llc	Minneapolis	MN	08/2018	09/2024
Ccg Wealth Management Llc	Lakeville	MN	09/2024	06/2026
Wealth Enhancement Group	Plymouth	MN	06/2026	Present
Wealth Enhancement Advisory Services	Plymouth	MN	06/2026	Present

2024-10-07 → 2026-06-26

Centura Wealth Advisory

San Diego, CA

Lakeville, MN
2016-11-03 → 2018-08-24

Stiles Financial Services, Inc.

Edina, MN
2016-11-02 → 2018-08-24

Cambridge Investment Research Advisors, Inc.

Edina, MN
2015-08-28 → 2016-11-02

Msi Financial Services, Inc.

Minnetonka, MN
2015-02-13 → 2015-09-02

Investors Financial Group

Plymouth, MN
2013-09-03 → 2014-12-11

Lpl Financial Llc

St. Paul Park, MN

West St. Paul, MN

Apple Valley, MN

Wayzata, MN

San Diego, CA

Wayzata, MN

Eden Prairie, MN

West St. Paul, MN

Wayzata, MN
2006-06-16 → 2013-09-03

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wayzata, MN

New York, NY

Wayzata, MN

Wayzata, MN
2005-04-26 → 2006-06-23

Piper Sandler & Co.

Wayzata, MN

Wayzata, MN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-10-21

Other Firms