Daniel Robert Reisen

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

• 09/2024 → Present
  Edward Jones
  St Louis, MO
• 09/2018 → 08/2024
  Portage Township Schools
  Portage, IN
• 10/2017 → 09/2018
  Trans-United Specialized Hauling
  Burns Harbor, IN
• 06/2009 → 09/2018
  Portage Township Schools
  Portage, IN
• 07/2008 → 09/2024
  Dan Reisen Live Music
  Valparaiso, IN

Other Businesses

Dan Reisen Live Music Type of business: Live Entertainment Valparaiso, IN Start date: 7/1/2008 Live Musician Hours per week: 0 Hours during trading: 0 Desc: I play maybe 3-5 times a year for fun out at restaurants, casinos or bars.

Exams

• S66 Uniform Combined State Law Examination
  2024-11-25

Other Names

• Daniel R Reisen