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Daniel Stuart Rhyasen

Investment adviser representative at Nim Wealth Solutions
25 yearsExperience
2 statesRegistered in
$116.8MFirm assets
Under 1 yearFirm 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

25 years in the industry.

  1. Nim Legacy Solutions, IncApr 2026 to now
  2. Nim Wealth Solutions Inc.Sep 2025 to now
  3. Nim Financial & Insurance and Annuity SolutionsSep 2025 to now
  4. Nim Tax Solutions, IncSep 2025 to now
  5. SuperscriptFeb 2025 to Aug 2025
  6. Putnam Retail Management LPJan 2024 to Feb 2025
  7. Franklin Distributors, LLCJul 2021 to Feb 2025
  8. Franklin Templeton Distributors, Inc.Aug 2001 to Jul 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Nim Wealth Solutions

Legal name: Nim Wealth Solutions Inc.

$116.8MAssets managed
139Clients
3Advisers
Under 1 yearIn 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
3197545
Firm CRD
334754
Advisor's SEC record (opens in a new tab)
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