Daniel Herrema has been an investment adviser representative at Woodstock Wealth Management since June 2018, and is not listed among the firm’s executive officers or direct owners.
Woodstock Wealth Management, Inc. is a Woodstock, GA firm with $727M under management, 1,586 clients and 26 advisers across 26 offices, as of its April 2026 filing.
Daniel Herrema’s longest registration was 12 years at Woodstock Financial Group, Inc. (2006–2018). Before joining Woodstock Wealth Management in 2018, Daniel Herrema was registered through Woodstock Financial Group, Inc. and Raymond James Financial Services.
- – present · 8 yearsStuart, FL · Adviser representative · Firm CRD 283472
- Woodstock Financial Group, Inc.– · 12 yearsStuart, FL · Adviser representative · Firm CRD 38095
- Raymond James Financial Services– · 2 yearsRoswell, GA · Adviser representative · Firm CRD 6694
Investment adviser representative registrations
Daniel Herrema is registered as an investment adviser representative in 2 states. The first approvals date from June 2018; the most recent is North Carolina, in November 2018.
- FloridaSince 20 June 2018
- North CarolinaSince 13 November 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 17 December 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 4 November 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 October 1999 |
| Series 7 | General Securities Representative Examination | 18 October 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel Paul Herrema
- CRD
- 3242316
- Firm
- Woodstock Wealth Management · CRD 283472
- Office
- Stuart, FL
- Registration
- Investment adviser registration
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Herrema work?
Daniel Herrema is an investment adviser representative registered through Woodstock Wealth Management, Inc. since June 2018, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Herrema a financial advisor?
Yes. Daniel Herrema has a current investment-adviser registration in Florida and North Carolina, through Woodstock Wealth Management since June 2018.
How many years of experience does Daniel Herrema have?
Daniel Herrema has 23 years in the financial industry, since May 2003, across 3 adviser firms.
What exams has Daniel Herrema passed?
Daniel Herrema has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in October 1999. FINRA credited Daniel Herrema with the SIE, which began in October 2018.
Where did Daniel Herrema work before Woodstock Wealth Management?
Before Woodstock Wealth Management, Daniel Herrema was registered through Raymond James Financial Services, April 2003 to February 2006.
Where is Daniel Herrema based?
Daniel Herrema’s registered office is in Stuart, FL.
Is Daniel Herrema registered with FINRA?
No. Daniel Herrema has no current broker registration.
How can I verify Daniel Herrema’s record?
Search CRD 3242316 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Herrema’s full registration record.