Daniel Blair (CRD# 4847450) is an Investment Advisor Representative working at Impact Partnership Wealth, LLC in Denver, CO and has over 16 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Impact Partnership Wealth, LLC | Marietta, GA | Jul 2021 - Current | 2 |
Summit Wealth Strategies, LLC | Denver, CO | Jan 2014 - Current | 10 |
Blair Financial, Inc. | Denver, CO | Jan 2010 - Current | 14 |
Resources Investment Advisors | Overland Park, KS | Feb 2018 - Jun 2021 | 3 |
Summit Wealth Financial Planners, LLC | Denver, CO | Oct 2017 - Feb 2018 | < 1 |
Futurity First | Denver, CO | Mar 2014 - Dec 2017 | 3 |
Redhawk Wealth Advisors, Inc. | Minneapolis, MN | Jun 2016 - Sep 2017 | 1 |
Proequities Inc. | Denver, CO | Mar 2014 - May 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2007 |
S65 | NASAA Investment Advisors Law Examination | Feb 2014 |
- CO
- MN
- MO
- TX
-
Total Assets Under Management292MILLIONS
-
Total Number of Accounts2,042ACCOUNTS
-
Average Account Value$142,980
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.