Daniel Northrop
Investment adviser representative at Wilkinson Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$164.7MFirm assets
4 yearsFirm in business
Are you Daniel Northrop? 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
10 years in the industry.
- Wilkinson Wealth Management, LLCJul 2022 to now
- Commerce Bank of ArizonaJun 2019 to May 2022
- Wintrust MortgageAug 2018 to Jun 2019
- Wheaton Bank & Trust (wintrust Community Bank)Jun 2017 to Aug 2018
- Glen Ellyn Bank & Trust (wintrust Community Bank)Jun 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Wilkinson Wealth Management, LLC
$164.7MAssets managed
216Clients
2Advisers
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
- 7664292
- Firm CRD
- 317741