Daniel Reichart (CRD# 1868812) is the President and Lead Investment Advisor Representative working at Evia Investment Advisors in Noblesville, IN and has over 30 years of experience in the finance industry. He has completed the examination process for 7 different industry licenses and has a strong background in client service and financial advice. He holds a degree in History from Indiana University and a Masters of Business Administration degree from Ball State University. He is commited to continuous learning and enhances his knowledge of the financial services industry through reading and research on a variety of industry related topics.
Dan is an active volunteer with a number of charitable organizations, including the Juvenile Diabetes Research Foundation, and is a past board member of the Central Indiana Chapter of the March of Dimes. He has a passion for working with people with special needs and has devoted a portion of his practice to Special Needs Financial Planning.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forest Securities, Inc. | Hillside, IL | Dec 2018 - Current | 5 |
| Evia Investment Advisors | Carmel, IN | May 2014 - Current | 9 |
| Forest Securities, Inc. | Chicago, IL | Mar 2016 - Dec 2016 | < 1 |
| Unemployed | Carmel, IN | Mar 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1988 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management18MILLIONS
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Total Number of Accounts136ACCOUNTS
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Average Account Value$130,790
- A percentage of assets under your management
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IN, TX
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