Eitel Dannenfels has been an investment adviser representative at Global Wealth Strategies and Associates since May 2026, and is not listed among the firm’s executive officers or direct owners.
Global Wealth Strategies and Associates, LLC is a Denver, CO firm with $457M under management, 925 clients and 9 advisers across 2 offices, as of its May 2026 filing.
Eitel Dannenfels is Investment Advisor at Global Wealth Strategies & Associates. He has nearly a decade of experience in wealth management and is fluent in English and Spanish. He works with business owners on tax strategies, risk mitigation and succession planning, and with retirees and pre-retirees on tax-efficient distribution strategies and estate planning.
- – present · under a yearEagan, MN · Adviser representative · Firm CRD 316072
Investment adviser representative registrations
Eitel Dannenfels is registered as an investment adviser representative in Minnesota, since May 2026.
- MinnesotaSince 7 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 May 2026 |
| Series 7TO | General Securities Representative Examination | 12 April 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 November 2020 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 24 October 2020 |
| SIE | Securities Industry Essentials Examination | 12 October 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Eitel Guillermo Dannenfels
- CRD
- 7010143
- Firm
- Global Wealth Strategies and Associates · CRD 316072
- Office
- 2640 Eagan Woods Drive, Suite 200, Eagan, MN 55121
- Registration
- Investment adviser registration
- In the industry since
- April 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gwsa.us
Where does Eitel Dannenfels work?
Eitel Dannenfels is an investment adviser representative registered through Global Wealth Strategies and Associates, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Eitel Dannenfels a financial advisor?
Yes. Eitel Dannenfels has a current investment-adviser registration in Minnesota, through Global Wealth Strategies and Associates since May 2026.
How many years of experience does Eitel Dannenfels have?
Eitel Dannenfels has 5 years in the financial industry, since April 2021, across 1 adviser firm.
What exams has Eitel Dannenfels passed?
Eitel Dannenfels has passed 5 licensing exams: the SIE, Series 6TO, Series 63, Series 7TO and Series 65. The earliest, the SIE, was passed in October 2020.
Where is Eitel Dannenfels based?
Eitel Dannenfels’ registered office is in Eagan, MN.
Is Eitel Dannenfels registered with FINRA?
No. Eitel Dannenfels has no current broker registration.
How can I verify Eitel Dannenfels’ record?
Search CRD 7010143 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eitel Dannenfels’ full registration record.