Daniel James Montalbano

Current Employers

Employment History

• 08/2025 → 09/2025
  Avantax Investment Services Inc
  Saint Paul, MN
• 08/2025 → 09/2025
  Avantax Advisory Services
  Saint Paul, MN
• 06/2023 → Present
  Mfg Financial Advisors
  Saint Paul, MN
• 05/2018 → 08/2023
  Town And Country Club
  Saint Paul, MN
• 08/2022 → 05/2025
  Iowa State University
  Ames, IA
• 07/2015 → 05/2018
  Unemployed
  Saint Paul, MN
• 08/2021 → 05/2022
  Creighton University
  Omaha, NE
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Saint Paul, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-08-18 → 2025-09-05
  Avantax Advisory Services
  Saint Paul, MN
  Dallas, TX

Other Businesses

MFG Financial Advisors; Wealth Management Assistant; The Entity is a group of Registered Representatives who provide services to their clients including tax planning, investment advice, and financial planning. They service hundreds of clients around the country on various financial issues.; Yes; 160; 130; 06/20/2023; 332 Minnesota St Saint Paul MN 55101; 1- Study for my Series 7 2- Learn the software and services MFGFA uses 3- File advisors documents electronically  4- Learn about the business of financial advising

Exams

• S66 Uniform Combined State Law Examination
  2025-02-01

Other Names

• Daniel Montalbano