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Daniel Northrop

Wilkinson Wealth Management, LLC

Tucson, AZ

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Current Employers
Wilkinson Wealth Management, Llc

7411 E Tanque Verde, Tucson, AZ 85715 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-02-28
  • AZ RA
    APPROVED
    Since 2024-02-28

Branch Locations

7411 E Tanque Verde, Tucson, AZ 85715 • 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
Wilkinson Wealth Management, Llc Tucson AZ 07/2022 02/2024
Commerce Bank Of Arizona Tucson AZ 06/2019 05/2022
Wintrust Mortgage Rosemont IL 08/2018 06/2019
Wheaton Bank & Trust (Wintrust Community Bank) Wheaton IL 06/2017 08/2018
Glen Ellyn Bank & Trust (Wintrust Community Bank) Glen Ellyn IL 06/2016 06/2017
Wilkinson Wealth Management, Llc Tucson AZ 02/2024 Present
  • 07/2022 → 02/2024
    Wilkinson Wealth Management, Llc
    Tucson, AZ
  • 06/2019 → 05/2022
    Commerce Bank Of Arizona
    Tucson, AZ
  • 08/2018 → 06/2019
    Wintrust Mortgage
    Rosemont, IL
  • 06/2017 → 08/2018
    Wheaton Bank & Trust (Wintrust Community Bank)
    Wheaton, IL
  • 06/2016 → 06/2017
    Glen Ellyn Bank & Trust (Wintrust Community Bank)
    Glen Ellyn, IL
  • 02/2024 → Present
    Wilkinson Wealth Management, Llc
    Tucson, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-12
  • S65 Uniform Investment Adviser Law Examination
    2024-02-12

View on SEC IAPD

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DARREN GRANT HESSELINK
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DAVID A. NIICHEL
EMILY MARIE Delgado
DAVID CUNNINGHAM RENZI

Other Offices

IRONWOOD FINANCIAL, LLC · TUCSON, AZ
IRONWOOD FINANCIAL, LLC · TUCSON, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TUCSON, AZ
WELLS FARGO CLEARING SERVICES, LLC · TUCSON, AZ
ALLSTATE FINANCIAL ADVISORS, LLC · Tucson, AZ
AIO FINANCIAL, LLC · TUCSON, AZ
EDWARD JONES · TUCSON, AZ
FINANCIAL DIRECTIONS LLC · TUCSON, AZ

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