Benjamin F. Edwards &
46yrs
Top advisor by experience in Madison
22yrs
Daniel John Determan
Financial advisor at CLF Asset Management
At a glance
Experience22 years (since 2005)
How that compares ?Top advisor by experience at CLF Asset Management
Office999 Fourier Drive Suite 301, Madison, WI 53717
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through CLF Asset Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
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
- 2016 – nowCLF Asset Management, Inc.Current firm
- 2011 – 2016Woodbury Financial Services, Inc.Previously
- Jun 2011 – Nov 2011Signator Investors, Inc.Previously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 CLF Asset Management at 8885053956 and ask for Daniel John Determan. Daniel works from the Madison, WI office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2005, about 22 years. Top advisor by experience at CLF Asset Management.
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?
CLF Asset Management reports being paid by a percentage of the assets they manage, hourly fees, 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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