Daniel Michael Swantek
Investment adviser representative at Coppell Advisory Solutions LLC
15 yearsExperience
2 statesRegistered in
$1.1BFirm assets
15 yearsFirm in business
Are you Daniel Michael Swantek? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Coppell Advisory Solutions LLCAug 2019 to now
- Fusion Capital ManagementAug 2019 to now
- Ameritas Investment CorpJul 2015 to now
- Ameritas Life Insurance CorpMay 2015 to now
- One-touch MarketingMay 2014 to now
- Sandhill Retirement SolutionsApr 2014 to now
- Oracle InsuranceDec 2012 to now
- Autism Center of NebraskaApr 2011 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Coppell Advisory Solutions LLC
Legal name: Fusion Investment Advisors LLC
$1.1BAssets managed
8,850Clients
82Advisers
15 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
- 5905431
- Firm CRD
- 156549