Daniel Louis Carmo
Investment adviser representative at Tempus Wealth Planning, LLC
10 yearsExperience
1 stateRegistered in
$699.4MFirm assets
9 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Tempus Wealth Planning, LLCMay 2021 to now
- Stifel Nicolaus & Co IncAug 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law1997
State registrations
Registered as an investment adviser representative in 1 state (CA).
Tempus Wealth Planning, LLC
$699.4MAssets managed
683Clients
10Advisers
9 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
- 2899002
- Firm CRD
- 285349