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Daniel Davis

13 Years of Experience
Overland Park, KS

Daniel Davis is a registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 13 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
59 advisors
IM Fee
Planning only

Fee Structure

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

5700 W. 112th St, Suite 500, Overland Park, KS, 66211

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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 owns a commercial building rented to tenants through OMC Realty Inc. since 2004 and is a partner at Frankel Zacharia LLC, a CPA firm, dedicating full-time hours. He also serves as a board member for Junior Achievement of the Midlands Inc., spending minimal time.

Employment History
Current Registrations
Mariner Wealth
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Honkamp Krueger Financial Services INC
October 2012 - October 2017 · 5 yrs
Proequities, INC.Broker
May 2012 - October 2017 · 5 yrs 5 mos
State Registrations2 states
KSNE
Advisor

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.