Daniel Casey (CRD# 6556127) is an Investment Advisor Representative working at Arrowroot Family Office, LLC in Rochester Hills, MI and has over 8 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arrowroot Family Office, LLC | Marina Del Ray, CA | Jan 2021 - Current | 3 |
| Athena Advisory Services Inc. | Rochester, MI | Jan 2019 - Dec 2020 | 1 |
| The Athena Financial Group | Rochester Hills, MI | Jan 2019 - Dec 2020 | 1 |
| Edward Jones | St Louis, MO | Sep 2015 - Dec 2020 | 5 |
| Edward Jones | Birmingham, MI | Oct 2015 - Nov 2018 | 3 |
| Windy City Strength & Conditioning | Chicago, IL | Jan 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- TX
- VA
-
Total Assets Under Management309MILLIONS
-
Total Number of Accounts1,347ACCOUNTS
-
Average Account Value$229,232
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, HI, MI, NY, TX, VA, WA
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