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Advisors / Nevada / Reno
22yrs

Daniel Fillinger

Financial advisor at Wells Fargo Advisors

Based in Reno, Nevada, Daniel Fillinger is a fiduciary financial advisor with 22 years of industry experience. Daniel has been with Wells Fargo Advisors since 2024; before that, Daniel spent three years at Chase Investment Services and less than a year at Wamu Investments. Daniel holds the CFP® designation.

One of 644 advisors with offices in Reno, and one of 606 fiduciaries.

Reno, NV 89509CFP®Fiduciary advisor

At a glance

Experience22 years (since 2005)
How that compares ?More experience than 65% of advisors nationwide
Office595 Humboldt St Suite 200, Reno, NV 89509
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
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.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Oct 2024 – now
  2. 2012 – 2024
  3. 2009 – 2012
    Chase Investment Services Corp.Previously
  4. Feb 2009 – May 2009
    Wamu Investments, Inc.Previously
  5. Jul 2008 – Feb 2009
    Edward JonesPreviously

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Wells Fargo Advisors at (314) 875-3000 and ask for Daniel Fillinger. Daniel works from the Reno, NV office.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 2005, about 22 years. More experience than 65% of advisors 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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