Daniel Foster, financial advisor Keller TX
96 score

Daniel Foster

CRD Number: 4522188
Current Firm: Creative Planning

Daniel Foster (CRD# 4522188) is an Investment Advisor Representative working at Creative Planning in Keller, TX and has over 16 years of experience in the finance industry. Daniel Foster 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.

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Professional Designations
Company Name Location Dates Years
Creative Planning, Inc. Keller, TX May 2009 - Current 7
Bkd Wealth Advisors, LLC Kansas City, MO Oct 2006 - Mar 2009 2
Pricewaterhousecoopers Investment Advisers LLC Mclean, VA Nov 2004 - Oct 2006 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2000
Contact Info for Daniel R. Foster
Phone Number: 913-338-2727
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    18,577
    MILLIONS
  • Total Number of Accounts
    53,389
    ACCOUNTS
  • Average Account Value
    $347,963
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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