Daniel Hartmann

Daniel Hartmann

  • Associate Wealth Advisor
  • CLA St. Louis
  • CliftonLarsonAllen Wealth Advisors, LLC

Education

Daniel is a Registered Investment Advisor Representative who holds Series 7, 63, and 65 licenses. Daniel is a graduate of Southern Illinois University Carbondale with a degree in Communication, Media, and Broadcast, with a minor in Business. Daniel previously worked at Major League Baseball in the Media and Advanced Statistics department.

Overview

Daniel has a wide background of experience in his 3 years of experience in the financial services industry. This includes backgrounds in stock trading, research, tax harvesting, and customer service. Prior to joining CLA in 2019, Daniel worked for two years at TD Ameritrade in a variety of roles.

Upcoming speaking engagements

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Resources and event materials

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