Daniel Christian Andersen

Employer firm

Parkshore Wealth Management CRD 148052

$518M regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2008 → 10/2025
  Parkshore Wealth Management
  Roseville, CA
• 10/2025 → Present
  Parkshore Wealth Management
  Roseville, CA

Other Businesses

Wealth Management Professional Association (WMPA); Networking and career development organization; President; July 2024; Approx 1 hour per month during trading hours

Designations

• Certified Financial Planner

Other Names

• Daniel Christian Andserson