Daniel Christopher Thompson
Investment adviser representative at Zenith Wealth Advisors
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$328.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Zenith Wealth AdvisorsMar 2022 to now
- Self-employedSep 2021 to Feb 2022
- First Western Investment ManagementJun 2007 to Aug 2021
- First Western Trust BankJul 2004 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Zenith Wealth Advisors
Legal name: Vb&t Wealth Management LLC
$328.3MAssets managed
92Clients
4Advisers
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
- 2656870
- Firm CRD
- 318330