Daniel Martin Wells
Investment adviser representative at Continental Investors Services, Inc.
26 yearsExperience
18 statesRegistered in
$231.9MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
26 years in the industry.
- Continental Investors Services, Inc.May 2000 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 18 states (AK, AZ, CA, CO, FL, GA, ID, NC, ND, NV, NY, OK, OR, SD, TX, UT, WA, WY).
Continental Investors Services, Inc.
$231.9MAssets managed
827Clients
9Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2961853
- Firm CRD
- 29775