Christopher Fredrick Daunhauer
Investment adviser representative at Trustwell Financial Advisors, LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$260.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Trustwell Financial Advisors, LLCFeb 2021 to now
- D. Gary Williams & CompanyJul 2007 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Trustwell Financial Advisors, LLC
$260.8MAssets managed
366Clients
5Advisers
5 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
- 5191149
- Firm CRD
- 108426