Daniel Tisser

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 05/2019 → 03/2020
  Securian Financial Services Inc
  St Paul, MN
• 05/2019 → 03/2020
  Minnesota Life Insurance Co
  St Paul, MN
• 05/2019 → 03/2020
  Allied Wealth Partners
  Uniondale, NY
• 02/2014 → 02/2019
  Bnp Paribas Asset Management
  New York, NY
• 03/2020 → Present
  The Colony Group, Llc
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-05-17

Designations

• Chartered Financial Analyst