Raymond James & Associates
47yrs
Top advisor by experience in Waukesha
32yrs
Based in Waukesha, Wisconsin, Daniel Bowerman is a fiduciary financial advisor with 32 years of industry experience. Daniel joined Wells Fargo Advisors in 2003, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 450 advisors with offices in Waukesha, and one of 424 fiduciaries.
At a glance
Experience32 years (since 1995)
How that compares ?Top 13% by experience nationwide
Office20800 Swenson Dr Suite 200 Crossroads Corporate Center, Waukesha, WI 53186
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2003 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Daniel
Local office(262) 798-5271Ask for Daniel. (314) 875-3000Main office · St. Louis, MO 20800 Swenson Dr Suite 200 Crossroads Corporate CenterWaukesha, WI 53186Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Daniel’s local office at (262) 798-5271 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Daniel Bowerman.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1995, about 32 years. Top 13% by experience nationwide.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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