Daniel Riecker is a CFP-designated registered investment advisor, based in Fort Worth, TX, with 12 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2525 Ridgmar Boulevard Suite 400, Fort Worth, TX, 76116
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
January 2025 - Present · 1 yr 9 mos
Cambridge Investment Research Advisors, INC.
October 2024 - Present · 2 yrs
Previous Registrations
Waddell & Reed
March 2017 - October 2017 · 7 mos
Waddell & ReedBroker
March 2017 - October 2017 · 7 mos
Fidelity Brokerage Services LLCBroker
March 2007 - March 2017 · 10 yrs
State Registrations1 state
TX
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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