Ameriprise Financial Services
47yrs
Top 1% by experience in Edina
20yrs
Daniel Klein is a fiduciary financial advisor in Edina, Minnesota, with 20 years in the industry. Daniel joined Cetera Investment Advisers in 2023, after five years at Advanced Wealth Management Group. Daniel holds the CFP® designation.
One of 600 advisors with offices in Edina, and one of 488 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 60% of advisors in Minnesota
Office7701 France Avenue South Suite 120, Edina, MN 55435
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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 66Uniform Combined State Law Examination
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
- 2021 – nowAdvisornet Wealth PartnersCurrent
- 2016 – 2021Advanced Wealth Management Group, Inc.Previously
Contact Daniel
7701 France Avenue South Suite 120Edina, MN 55435Office · Get directions Firm main line(310) 257-7880Headquarters: Cetera Investment Advisers · Schaumburg, IL
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Cetera Investment Advisers at (310) 257-7880 and ask for Daniel Klein. Daniel works from the Edina, MN office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2007, about 20 years. More experience than 60% of advisors in Minnesota.
What licenses does Daniel hold?
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?
Cetera Investment Advisers 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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