Daniel John Murray
Investment adviser representative at Wealthspire Retirement Advisory
14 yearsExperience
1 stateRegistered in
$38.6BFirm assets
20 yearsFirm in business
Are you Daniel John Murray? Claim your profile
Contact this firm
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
14 years in the industry.
- Wealthspire Retirement AdvisoryOct 2025 to now
- Nfp Retirement, Inc.Jan 2024 to Oct 2025
- Ameriprise Financial Services, LLCJul 2022 to Dec 2023
- Edward Jones InvestmentsMay 2021 to Apr 2022
- Ameriprise Financial, Kerkow and AssociatesMay 2020 to Aug 2020
- University of Minnesota Duluth, Parking ServicesOct 2018 to May 2022
- Mounds View School DistrictAug 2012 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
Wealthspire Retirement Advisory
Legal name: Wealthspire Retirement, LLC
$38.6BAssets managed
7,532Clients
145Advisers
20 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
- 7255038
- Firm CRD
- 121254