Daniel Darrin Westin
Investment adviser representative at Captrust
19 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$1.2TFirm assets
Are you Daniel Darrin Westin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- CaptrustApr 2023 to now
- Capfinancial Partners LLC (captrust)Apr 2023 to now
- Quantitative Advantage, LLCApr 2015 to Apr 2023
- Qa Investment Services, LLCNov 2007 to Mar 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 4198039
- Firm CRD
- 175112