Daniel M Greenheck

Current Employers

Employment History

• 07/2021 → 12/2021
  Rover
  Saint Paul, MN
• 08/2021 → 12/2021
  Equitable Advisors, Llc
  New York, NY
• 06/2021 → 09/2021
  Nelson's Cheese And Deli
  Spring Lake Park, MN
• 12/2020 → 12/2023
  Sampair Cpa
  Roseville, MN
• 05/2020 → 12/2020
  Nelson's Cheese And Deli
  Spring Lake Park, MN
• 08/2016 → 05/2020
  St John's University
  Collegeville, MN
• 05/2016 → 12/2019
  Sacre Bleu Enterprises
  Minneapolis, MN
• 05/2017 → 12/2019
  Cooperative Wine Services
  Saint Paul, MN
• 03/2022 → 06/2024
  Securities America, Inc.
  New Brighton, MN
• 03/2022 → 06/2024
  Securities America Advisors
  New Brighton, MN
• 06/2024 → 12/2024
  Osaic Wealth, Inc.
  New Brighton, MN
• 06/2024 → 12/2024
  Osaic Wealth, Inc.
  New Brighton, MN
• 12/2023 → Present
  Sampair Accurant
  Apple Valley, MN
• 03/2025 → Present
  Investment Advisors, Llc
  Apple Valley, MN
• 03/2025 → Present
  Lpl Financial
  Apple Valley, MN

Previous Registrations

• 2024-06-14 → 2024-12-26
  Osaic Wealth, Inc.
  New Brighton, MN
• 2022-03-15 → 2024-06-14
  Securities America Advisors, Inc.
  New Brighton, MN
• 2021-11-16 → 2022-01-05
  Equitable Advisors, Llc
  Minneapolis, MN

Other Businesses

1)02/18/2025 - Investment Advisors, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)02/18/2025 - Sampair Accurant - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) - Start: 12/2023 - 200 Hr/Mth 3)02/18/2025 - Greenheck Tax & Retirement Advisors LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Start: 01/2023 - Hudson, WI - 10 HR/Mth

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-11
• S63 Uniform Securities Agent State Law Examination
  2021-10-28

Other Names

• Daniel M Greenheck
• Daniel Greenheck