Daniel Determan has been Chief Financial Officer of CLF Asset Management since April 2016, is a control person of the firm and directly owns between 50% and 75% of it. Daniel Determan holds a Bachelor's Degree in Business from The University of Wisconsin-Platteville.
CLF Asset Management, Inc. is a Madison, WI firm with $147M under management, 386 clients and 5 advisers in one office, as of its March 2026 filing.
Daniel J. Determan is Managing Partner of CLF Asset Management, Inc. He began his career in the financial services industry in 2004 and guides individuals, families and business owners in the development of their financial strategies.
Daniel Determan’s longest registration is the current one, 10 years at CLF Asset Management since 2016. Before joining CLF Asset Management in 2016, Daniel Determan was registered through Woodbury Financial Services, Inc. and Signator Investors, Inc.
- CLF Asset Management, Inc.Current– present · 10 yearsMadison, WI · Adviser representative · Firm CRD 284060
- Woodbury Financial Services, Inc.– · 4 yearsMadison, WI · Adviser representative · Firm CRD 421
- Signator Investors, Inc.– · under a yearMadison, WI · Adviser representative · Firm CRD 468
Professional designations
Listed by CLF Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Daniel Determan is registered as an investment adviser representative in Wisconsin, since June 2016.
- WisconsinSince 27 June 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 4 June 2013 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 June 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 April 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 February 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Daniel John Determan
- CRD
- 4908528
- Firm
- CLF Asset Management · CRD 284060
- Role
- Chief Financial Officer
- Office
- 999 FOURIER DRIVE, SUITE 301, Madison, WI 53717
- Registration
- Investment adviser registration
- In the industry since
- June 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- clfasset.com
Where does Daniel Determan work?
Daniel Determan has been Chief Financial Officer of CLF Asset Management, Inc. since April 2016, and is a control person of the firm.
Is Daniel Determan a financial advisor?
Yes. Daniel Determan has a current investment-adviser registration in Wisconsin, through CLF Asset Management since June 2016.
How many years of experience does Daniel Determan have?
Daniel Determan has 15 years in the financial industry, since June 2011, across 3 adviser firms.
What exams has Daniel Determan passed?
Daniel Determan has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in February 2005. FINRA credited Daniel Determan with the SIE, which began in October 2018.
Where did Daniel Determan work before CLF Asset Management?
Before CLF Asset Management, Daniel Determan was registered through Signator Investors, Inc., June 2011 to November 2011.
Where is Daniel Determan based?
Daniel Determan’s registered office is in Madison, WI.
Is Daniel Determan registered with FINRA?
No. Daniel Determan has no current broker registration.
Is Daniel Determan a CFP?
CLF Asset Management lists Daniel Determan with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Daniel Determan’s record?
Search CRD 4908528 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Determan’s full registration record.
