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Daniel K
Series 66
Great Falls, MT
Cetera
Daniel Konen is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Avantax Investment Services and 1st Global Advisors. Outside of his advisory work, he serves as a trustee for several trusts and is a member of Inspired Entertainment, LLC, which is involved in entertainment and talent management. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios, accommodating diverse discretionary and non-discretionary strategies.
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