Daniel Fillinger
Managing Director at
Wells Fargo Advisors Financial Network, LLC
Years of Experience
20 years
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
've been helping families build wealth for over 20 years. I enjoy building lasting relationships and truly understanding each client's unique goals.
Clientele
Services Provided
Investment Planning
Retirement Planning
Investment Management
Business Retirement Solutions
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
Education
Carroll University
Business Administration
Obtained in 2004
Previous Work Experience
TSG Wealth Management - Wells Fargo Advisors Financial Network
Managing Director
2024 - Present
Wells Fargo Advisors
Senior Vice President - Investments
2012 - 2024
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC.
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Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested