Daniel Talmadge Keel, iii
Investment adviser representative at Cardinal Wealth Advisory, LLC
42 yearsExperience
1 stateRegistered in
$273.2MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
42 years in the industry.
- Cardinal Wealth Advisory, LLCAug 2012 to now
- State Mutual Life Assurance CompanyJun 1984 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (TN).
Cardinal Wealth Advisory, LLC
$273.2MAssets managed
103Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1435318
- Firm CRD
- 136659