Danielle Elizabeth Mutz
Investment adviser representative at Cross State Financial Group LLC
17 yearsExperience
4 statesRegistered in
$188.3MFirm assets
6 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
17 years in the industry.
- Cross State Tax & Financial, LLCFeb 2022 to now
- Cross State Financial Group, LLC.Dec 2015 to now
- Comanche Creek Brewing Company, LLCJul 2009 to now
- Crown Capital Securities, LPOct 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 4 states (CO, FL, NM, TX).
Cross State Financial Group LLC
$188.3MAssets managed
406Clients
9Advisers
6 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
- 4179319
- Firm CRD
- 282011