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Daniel Robert Slagle

Fyooz Financial Planning

Minneapolis, MN

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Current Employers
Fyooz Financial Planning

121 Washington Ave. N 2Nd Floor, Minneapolis, MN 55401 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-06-05
TX RA APPROVED 2024-05-29
OR RA APPROVED 2022-09-09
NY RA APPROVED 2022-02-15
CA RA APPROVED 2021-01-11
MN RA APPROVED 2019-07-29
  • WA RA
    APPROVED
    Since 2024-06-05
  • TX RA
    APPROVED
    Since 2024-05-29
  • OR RA
    APPROVED
    Since 2022-09-09
  • NY RA
    APPROVED
    Since 2022-02-15
  • CA RA
    APPROVED
    Since 2021-01-11
  • MN RA
    APPROVED
    Since 2019-07-29

Branch Locations

121 Washington Ave. N 2Nd Floor, Minneapolis, MN 55401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services, Inc. Bloomington MN 01/2013 12/2017
Ameriprise Financial Services, Inc. Portland OR 01/2018 05/2019
Fyooz Financial Planning Llc Rochester MN 04/2019 Present
Fruitful Brooklyn NY 03/2022 08/2022
  • 01/2013 → 12/2017
    Ubs Financial Services, Inc.
    Bloomington, MN
  • 01/2018 → 05/2019
    Ameriprise Financial Services, Inc.
    Portland, OR
  • 04/2019 → Present
    Fyooz Financial Planning Llc
    Rochester, MN
  • 03/2022 → 08/2022
    Fruitful
    Brooklyn, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-29
  • S66 Uniform Combined State Law Examination
    2013-08-29
Designations
Other Names
  • Daniel Slagle

View on SEC IAPD

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HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN
THRIVENT FINANCIAL FOR LUTHERANS · MINNEAPOLIS, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN
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