Eitel Guillermo Dannenfels
Investment adviser representative at Global Wealth Strategies and Associates, LLC
10 yearsExperience
1 stateRegistered in
$457MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Global Wealth Strategies and Associates, LLCJan 2026 to now
- Northwestern Mutual Wealth Management CompanySep 2022 to Jan 2026
- Northwestern Mutual Investment Services LLCOct 2018 to Jan 2026
- Northwestern Mutual Life Insurance CompanyOct 2018 to Jan 2026
- UnemployedJul 2018 to Oct 2018
- NovuhealthSep 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
Global Wealth Strategies and Associates, LLC
$457MAssets managed
925Clients
11Advisers
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
- 7010143
- Firm CRD
- 316072