Danielle Wallius

Investment Advisor Associate

Start Date
Industry: 2017
KAR: 2022

B.S. in Business Administration, USC Marshall School of Business

Prior Work Experience

Client Service Associate – Clark Asset Management + Associates, Inc.

What Do You Enjoy Most About Your Job?

I love that I get to help people every single day! The work I do for clients and the team at KAR is very meaningful to me and keeps me rooted in my core values to always act with empathy, curiosity, and creativity.

What Do You Enjoy Most About Working at KARWA?

Everyone at KAR is incredibly supportive of one another’s growth and pursuit of knowledge– you are endlessly encouraged to explore your interests and follow your curiosities.

What Are You Involved in Outside of Work? 

I enjoy staying active and spending time outdoors as an avid camper, hiker, and beach-goer. I am also a classically and operatically trained vocalist, and love making music with my friends and family.

This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

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