Dani Gerald Barron
Investment adviser representative at The Planning Group
17 yearsExperience
5 statesRegistered in
$291.5MFirm assets
8 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.
- The Planning GroupSep 2018 to now
- Tpg Advisors LLCSep 2018 to now
- Barron Wealth ManagementJun 2016 to now
- Cambridge Investment Research Advisors, Inc.Aug 2009 to Dec 2018
- Cambridge Investment Research, IncAug 2009 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 5 states (AZ, CA, FL, IL, TX).
The Planning Group
Legal name: Tpg Advisors LLC
$291.5MAssets managed
267Clients
4Advisers
8 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
- 5274828
- Firm CRD
- 298496