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CFP
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CFP

Daniel Weimer

Exodus Wealth, LLC
37 Years of Experience
Mars, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Daniel Weimer is a CFP-designated registered investment advisor at Exodus Wealth, LLC, based in Mars, PA, with 37 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 2,249 clients with $480M in assets under management.

Exodus Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
2,249 clients
Average Client Portfolio
$215K average
Assets Under Management
$483.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $750K1.50%
$750K - $1.0M1.35%
$1M+1.20%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Mars, PA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2021
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Daniel is an investment advisor representative with Prosperity Wealth Management. He is also licensed to sell life insurance, health, disability, and long-term care insurance, and operates under the DBA Life Goals Financial as its president and owner.

Employment History
Current Registrations
Exodus Wealth, LLC
May 2020 - Present · 6 yrs 5 mos
Fortune Financial Serivces, LLCBroker
February 2020 - Present · 6 yrs 8 mos
Fortune Financial Serivces, LLC
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
Wesbanco Securities, INC.
August 2019 - November 2019 · 3 mos
Wesbanco Securities, INC.Broker
August 2019 - November 2019 · 3 mos
Key Investment Services LLCBroker
September 2016 - August 2019 · 2 yrs 11 mos
Key Investment Services LLC
September 2016 - August 2019 · 2 yrs 11 mos
LPL Financial LLC
September 2009 - September 2016 · 7 yrs
LPL Financial LLCBroker
September 2009 - September 2016 · 7 yrs
Natcity Insurance Services, INC.Broker
January 1999 - December 2001 · 2 yrs 11 mos
Liberty Securities CorporationBroker
August 1998 - January 1999 · 5 mos
Independent Financial Securities, INC.Broker
April 1997 - August 1998 · 1 yr 4 mos
Natcity Investments, INC.Broker
April 1997 - August 2009 · 12 yrs 4 mos
Corelink Financial, INC.Broker
January 1997 - March 1997 · 2 mos
Spectrum Securities CorporationBroker
September 1995 - January 1997 · 1 yr 4 mos
Metropolitan Life Insurance CompanyBroker
September 1988 - August 1995 · 6 yrs 11 mos
Metlife Securities INC.Broker
September 1988 - August 1995 · 6 yrs 11 mos
State Registrations1 state
PA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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