Daniel Lee Sonntag
Investment adviser representative at Vanguard Advisers, Inc.
21 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$344.6BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Ancho LLCJun 2024 to now
- Vanguard Advisers, Inc.Mar 2021 to now
- The Vanguard Group, Inc.Jul 2014 to now
- Sonntag Enterprises, Inc.May 2005 to now
- New Mexico Business CoalitionJan 2012 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 3 states (AZ, NM, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 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
- 6367662
- Firm CRD
- 106715