AdFi
DJ

Daniel John Determan

Investment Adviser Representative at CLF ASSET MANAGEMENT, INC.

Madison, WICRD #4908528Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Wisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/21/2011
Series 63
Uniform Securities Agent State Law Examination
Passed 4/7/2005
SIE
Securities Industry Essentials Examination
Passed 6/29/2016
Series 7
General Securities Representative Examination
Passed 6/4/2013
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/18/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

CLF Asset Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CLF ASSET MANAGEMENT, INC.Current
6/27/2016Madison, WI
WOODBURY FINANCIAL SERVICES, INC.
11/7/20116/29/2016Madison, WI
SIGNATOR INVESTORS, INC.
6/23/201111/11/2011Madison, WI

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View CLF ASSET MANAGEMENT, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel John Determan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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