Daniel Frederickson

Daniel Frederickson

VP, Financial Advisor & Portfolio Manager
Madison, Wisconsin, United States

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Work Experience

Wealth Enhancement Group

Vice President, Financial Advisor & Portfolio Manager

2024-02-01 - Present

Preferred Wealth Advisors

Preferred Wealth Advisors

2022-01-01 - 2022-08-01

Johnson Financial Group

Portfolio Manager

2020-10-01 - 2022-02-01

Skills

financial planning investment management tax strategies risk management insurance estate planning group retirement plan consulting retirement income planning

Languages

English