Daniel Kaibel (CRD# 3170101) is an Investment Advisor Representative working at Purpose Financial Planning LLC in Arlington Heights, IL and has over 25 years of experience in the finance industry. Daniel Kaibel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elite Investment Team, LLC | Arlington Heights, IL | Oct 2018 - Current | 5 |
| Purpose Financial Planning, LLC | Arlington Heights, IL | May 2017 - Current | 6 |
| Unemployed | Arlington Heights, IL | Mar 2017 - Apr 2017 | < 1 |
| Vantage Financial Partners Limited | Arlington Heights, IL | Mar 2008 - Feb 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1998 |
- IL
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts74ACCOUNTS
-
Average Account Value$145,478
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL
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