Daniel (nmn) Guillen
Investment Adviser Representative at International Private Wealth Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel (nmn) Guillen is an investment adviser representative with International Private Wealth Advisors LLC in San Diego, CA, where they have been registered since 2022. They have worked in the securities industry since 2013 and have been registered with 5 firms, including MGO Private Wealth, LLC and Sentry Pacific Financial Group, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Sentry Pacific Financial Group, LLCOct 2013 – Jan 2022San Diego, CA
- Axxcess Wealth Management, LLCMay 2015 – Dec 2021San Diego, CA
- Forta Financial GroupApr 2020 – Feb 2021Greenwood Village, CO
- MGO Private Wealth, LLCAug 2021 – Apr 2023San Diego, CA
- International Private Wealth Advisors LLCJun 2022 – no end date reportedSan Diego, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About International Private Wealth Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, business planning, investment management, and risk management. The firm provides a comprehensive, multidimensional strategy that coordinates all elements of a client's financial life, working alongside the client's full team of advisors including accountants, lawyers, insurance agents, and business managers.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 2
- Main office:
- San Diego, CA
- SEC file number:
- 801-126652
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 30, 2026
View full firm profileOther advisors at International Private Wealth Advisors LLC
2 other advisors in the directory
Similar advisors in San Diego, CA
Other advisors whose filed branch office is in the same city.
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 (nmn) Guillen 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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