RBC Capital Markets
47yrs
Top advisor by experience in Minnesota
33yrs
Daniel Robert Aronson
Financial advisor at Epiq Partners
At a glance
Experience33 years (since 1994)
How that compares ?Top advisor by experience at Epiq Partners
Office2919 Knox Avenue South Suite 200, Minneapolis, MN 55408
FirmEpiq Partners
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Epiq Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2014 – nowEpiq Partners, LLCCurrent firm
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?
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Epiq Partners at (612) 843-4800 and ask for Daniel Robert Aronson. Daniel works from the Minneapolis, MN office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1994, about 33 years. Top advisor by experience at Epiq Partners.
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?
Epiq Partners reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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