Daniel Joseph Kinnear

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 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

• 04/2020 → Present
  Wells Fargo Clearing Services, Llc
  Phoenix, AZ
• 05/2012 → 05/2019
  Economic And Business Research Center, University Of Arizona
  Tucson, AZ
• 08/2014 → Present
  Department Of Finance, University Of Arizona
  Tucson, AZ

Other Businesses

UNIVERSITY OF ARIZONA - ELLER COLLEGE OF MANAGEMENT; INV RELATED; TUCSON, AZ; ADJUNCT LECTURER; FINANCE PREPARATION I AND II; START: 8/2014; 20 HRS/MO; O DURING TRADING; DUTIES: ONLINE INSTRUCTION. UNIVERSITY OF ARIZONA, INV RELATED, TUCSON, AZ, LECTURER, START 8/1/2022, 48 HOURS PER MONTH, 6 HOURS DURING TRADING, TEACHING COURSE "INTRODUCTION TO FINANCE" UNIVERSITY OF ARIZONA, INV RELATED, TUCSON, AZ, INSTRUCTOR, START 8/22/2022, 12 HOURS PER MONTH, ZERO HOURS DURING TRADING, TEACHING COURSE "FIN 510A-B FINANCIAL MANAGEMENT" UNIVERSITY OF ARIZONA, INV RELATED, TUCSON, AZ, INSTRUCTOR, START 8/22/2022, 12 HOURS PER MONTH, ZERO HOURS DURING TRADING, TEACHING COURSE "FIN 498 SENIOR CAPSTONE" UNIVERSITY OF ARIZONA, INV RELATED, TUCSON, AZ, INSTRUCTOR, START 8/22/2022, 12 HOURS PER MONTH, 12 HOURS DURING TRADING, TEACHING COURSE "FIN 423 APPLIED INVESTMENT MANAGEMENT"

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-07-30

Other Names

• Daniel Kinnear