Daniel S Banaszak
Investment adviser representative at Planrock Wealth Strategies, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$71.1MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Planrock Wealth Strategies, LLCApr 2026 to now
- Planrock Investment Management, LLCDec 2023 to now
- Self-employedJun 2020 to now
- N/a - UnemployedJan 2020 to May 2020
- Victory CapitalMay 2015 to Dec 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TN).
Planrock Wealth Strategies, LLC
Legal name: Planrock Investment Management, LLC
$71.1MAssets managed
55Clients
6Advisers
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
- 5156458
- Firm CRD
- 304803