Daniel Courtney (CRD# 1356645) is an Investment Advisor Representative working at Rubinbrown Advisors LLC in Saint Louis, MO and has over 20 years of experience in the finance industry. Daniel Courtney 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.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crestmoor Partners, LLC | Denver, CO | Jun 2019 - Current | 4 |
| Blend Financial, Inc. Dba Origin Financial | Denver, CO | Sep 2021 - Mar 2022 | < 1 |
| Block Advisors | Denver, CO | Nov 2020 - Mar 2022 | 1 |
| Advisors Asset Management, Inc. | Monument, CO | Jul 2017 - Apr 2019 | 1 |
| Roka Capital Advisors | Scottsdale, AZ | Jul 2015 - Apr 2017 | 1 |
| Consulting | Flagstaff, AZ | Feb 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2004 |
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- CO
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Total Assets Under Management2,347MILLIONS
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Total Number of Accounts3,580ACCOUNTS
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Average Account Value$655,596
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Other
AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MA, MN, MO, MT, NC, NE, NM, NY, OR, PA, TN, TX, VA, WA, WI
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