DT
DT

Daniel Teibel

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
2,831 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.5B

Fee Structure

Financial Planning:Included in AUM fee
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Location

275 N. Lindbergh, Ste. 20, St. Louis, MO, 63141

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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 ActivitiesSells Insurance

Daniel is involved with Krilogy for investment advisory and securities-related business, and also for investment advisory business. He also engages in insurance sales, including life insurance and other insurance products, and works as an independent contractor providing variable annuity based brokerage services for Saxony Securities, dedicating a few hours per week.

Employment History
Current Registrations
Saxony Securities, INC.
July 2024 - Present · 1 yr 7 mos
Saxony Securities, INC.Broker
July 2024 - Present · 1 yr 7 mos
Krilogy
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
August 2021 - September 2023 · 2 yrs 1 mo
Cambridge Investment Research, INC.Broker
February 2021 - September 2023 · 2 yrs 7 mos
State Registrations1 state
MO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.