Daniel Grieb, financial advisor Omaha NE

Daniel Grieb

CRD Number: 2706488
Current Firm: Bft Financial Group, LLC

Daniel Grieb (CRD# 2706488) is an Investment Advisor Representative working at Bft Financial Group, LLC in Omaha, NE and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Butler Freman Tally Financial Group, LLC Bedford, TX Apr 2001 - Current 18
Daniel S. Grieb, P.c. Omaha, NE Nov 1992 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Jan 1996
Contact Info for Daniel S. Grieb
Phone Number: 817-354-1090
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    600
    MILLIONS
  • Total Number of Accounts
    3,746
    ACCOUNTS
  • Average Account Value
    $160,290
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IA, IN, LA, MI, MN, NC, NE, NJ, NM, NV, NY, OK, TX, VA

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

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