DF
DF
Daniel Feiler is a registered investment advisor, based in Houston, TX, with 10 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold.
Location
4550 Post Oak Pl, Ste 125, Houston, TX, 77027
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
March 2013Final Disposition
Other Business ActivitiesSells Insurance
Daniel works as an agent/broker for Ardent Solutions and IMG Financial Group, focusing on fixed insurance sales, dedicating about 10-20% of his time to Ardent Solutions and minimal time to IMG Financial Group. He also works as an agent/broker for IMG Medical Group.
Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 3 yrs 2 mos
Cetera Investment Advisers LLC
August 2023 - Present · 3 yrs 2 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Securian Financial Services, INC.
October 2016 - August 2023 · 6 yrs 10 mos
Securian Financial Services, INC.Broker
May 2016 - August 2023 · 7 yrs 3 mos
Foresters Financial Services, INC.Broker
December 2015 - May 2016 · 5 mos
State Registrations5 states
GALANMTXWA
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.
More Advisors
- Paraskevi Porsch, CFPCetera Investment Advisers LLC
- Andrew Lichtenberger, CFPThe Mather Group, LLC
- Coleman Campbell, CFP, ChFCAdvocates Wealth Planning
- Nathan Burleson, CFPHeritage Wealth Management
- Harold Minton, CFPMercer Global Advisors INC.
- Tyson Thomas, CFPAmeriprise Financial Services, LLC