Commonwealth Financial Network
46yrs
Top advisor by experience in Bloomington
37yrs
Daniel Utoft is a fiduciary financial advisor in Bloomington, Minnesota, with 37 years in the industry. After less than a year at Morgan Stanley & Co., Daniel joined Morgan Stanley in 2013, 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 568 advisors with offices in Bloomington, and one of 486 fiduciaries.
At a glance
Experience37 years (since 1990)
How that compares ?Top 7% by experience in Minnesota
Office8300 Norman Center Drive, Bloomington, MN 55437
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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
- 2013 – nowMorgan StanleyCurrent firm
- Jan 2009 – Jun 2009Morgan Stanley & Co. LLCPreviously
Contact Daniel
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Daniel. 8300 Norman Center DriveBloomington, MN 55437Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Morgan Stanley at (914) 225-5510 and ask for Daniel Utoft. Daniel works from the Bloomington, MN office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1990, about 37 years. Top 7% by experience in Minnesota.
What licenses does Daniel hold?
Series 63, Series 66. 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?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. 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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