Daniel Geisler is a registered investment advisor, based in Tampa, FL, with 13 years of industry experience.
Location
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
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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 →Other Business ActivitiesSells Insurance
Daniel is the founder and owner of Luebeck Geisler Hamm Wealth Management, Inc., offering financial planning, investments, and insurance services since 2015. This activity takes Daniel full-time.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
May 2020 - Present · 6 yrs
J.W. Cole Financial, INC.Broker
May 2020 - Present · 6 yrs
Previous Registrations
TD Ameritrade, INC.
February 2018 - May 2020 · 2 yrs 3 mos
TD Ameritrade Investment Management, LLC
February 2018 - May 2020 · 2 yrs 3 mos
TD Ameritrade, INC.Broker
February 2018 - May 2020 · 2 yrs 3 mos
Scottrade Investment Management
February 2017 - February 2018 · 1 yr
Scottrade, INC.Broker
August 2012 - February 2018 · 5 yrs 6 mos
State Registrations4 states
FLILMNWI
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.