DR
DR

Daniel Joseph Roemerman

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthCharitable GivingFinancial Planning & CoachingInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
2,517 clients
Average Client Portfolio
$144K average
Assets Under Management
$362.0M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
Loading...

Location

835 Main Street, Building 200, Buda, TX, 78610

Get directions

History

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 →
Other Business ActivitiesSells Insurance

Daniel is the owner of National Benefits Group LLC (Greenway Financial), an insurance agency, and an appointed insurance agent, dedicating a few hours per week. He also co-owns Premier Property Partners, an investment property business, spends a minimal amount of time as owner/CEO of Greenway Energy Solutions, and is a shareholder of IM Energy.

Employment History
Current Registrations
Transce3nd LLC
January 2024 - Present · 2 yrs 1 mo
Realta Equities, INC.Broker
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Arete Wealth Advisors, LLC
July 2023 - December 2023 · 5 mos
Center Street Advisors, INC.
September 2015 - July 2023 · 7 yrs 10 mos
Center Street Securities, INC.Broker
September 2015 - December 2023 · 8 yrs 3 mos
Woodbury Financial Services, INC.
March 2009 - September 2015 · 6 yrs 6 mos
Woodbury Financial Services, INC.Broker
July 2008 - September 2015 · 7 yrs 2 mos
State Registrations6 states
AZCAILMOPRTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.