Daniel Richard Rauchman

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2018 → 09/2019
  Bank Of America
  Bloomington, MN
• 10/2013 → 10/2018
  Bmo Harris Bank
  Minneapolis, MN
• 09/2019 → Present
  Edward Jones
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2019-11-22

Designations

• Certified Financial Planner

Other Names

• Daniel Rauchman