DB
DB

Daniel Bellchamber

13 Years of Experience
Broker

Daniel Bellchamber is a registered investment advisor at Palmer Square Capital Management LLC, based in Mission Woods, KS, with 13 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 118 clients with $27B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$27.1B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1900 Shawnee Mission Parkway, Suite 315, Mission Woods, KS, 66205

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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.

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Other Business Activities

Daniel is a Vice President, Client Solutions at Palmer Square Capital Management, LLC, promoting Palmer Square approved funds. This activity is investment-related.

Employment History
Current Registrations
Palmer Square Capital Management LLC
March 2025 - Present · 1 yr 1 mo
Foreside Fund Services, LLCBroker
February 2025 - Present · 1 yr 2 mos
Previous Registrations
Creative Planning
May 2021 - May 2023 · 2 yrs
Ivy Distributors, INC.Broker
December 2014 - April 2021 · 6 yrs 4 mos
Waddell & ReedBroker
September 2010 - April 2021 · 10 yrs 7 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.