Daniel Murphy

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About Daniel Murphy

Dan Murphy is an Investment Advisor with Winfield Wealth Advisors. With a career beginning in 1989, Dan has developed a unique perspective on how advisors work with their clients and client behavior through diverse roles in financial call centers and management, working directly with all levels of financial advisors. He specializes in building financial roadmaps with clients, budgeting to aid execution of goals, and doing so in tax and estate efficient ways. Dan seeks a long-term relationship and partnership with clients and their families, fostering open communication and ultimate execution on stated goals.

See Disclosures

General Information

Firm Start Year

2007

No. of Employees

CRD#

2118288

Firm CRD#

143665

Insurance License#

3040058 (Illinois)

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Prior to Winfield Wealth/HBW, Dan partnered with major firms including Merrill Lynch, Charles Schwab, and Fidelity, as well as independent advisory firms and institutional asset managers to form his unique perspective on how advisors best serve their clients. His background includes significant experience in large-scale client service, product management and institutional cooperation and partnership. Dan has sold 401k and other retirement plan services to small and mid-sized businesses, building an understanding of entrepreneurs and fostering strong relationships with their employees. Leveraging all of the above experience, Dan partnered with associates in 2016/2017 to build a client-centered financial advisory firm, growing to $100M in total assets in under 10 years. Our firm was built as a member of the Dave Ramsey Program, promoting responsible budget management to assist in reaching "Financial Peace" through the "Baby Steps" approach! We have also partnered with retirement planning teaching programs, federal employee assistance, 401k, among others. Winfield Wealth is an education-focused firm, both for ourselves and our clients. As an Independent Advisory firm and Fiduciary, we have no allegiance to direct our recommendations in any way other than the best interests of our clients!

Work with the following types of clients

Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Education Funding and Planning

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Long Term Care, Disability, Annuity, Health, Life, Variable Annuity

Firm Information

Firm's Number of Clients

500+

Firm's Number of Planning Clients

250+

Firm's Number of Managed Clients

250+

Assets Managed by Firm

$1B+

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

$30,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100K+

Compensation Methods

Commissions, Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893720/paladinregistry-Winfield-Wealth-Management-/-HBW-Advisory-Services-LLC-detailed-disclosure.html

Disclaimer

Investment advisory services offered through HBW Advisory Services LLC, dba Winfield Wealth Advisors, LLC. Caleb Svoboda, Jennie Fleming, Dan Murphy and Sean Cisney are Investment Advisor Representatives. HBW Insurance & Financial Services, Inc. dba HBW Partners, HBW Advisory Services and Winfield Wealth Advisors. LLC are separate entities which do not offer legal or tax advice.

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Paladin Research Report For:

Winfield Wealth Management / HBW Advisory Services LLC