Daniel Kenneth Smith
Investment adviser representative at Belpointe Asset Management LLC
15 yearsExperience
1 stateRegistered in
$7.6BFirm assets
18 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
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Belpointe Asset Management LLCSep 2020 to now
- Twenty-twenty Wealth & Advisory Partners, LLCSep 2020 to now
- Belpointe Insurance, LLCSep 2020 to Apr 2023
- Wfa Asset ManagementJun 2017 to Sep 2020
- Compound Solutions LLCAug 2016 to Jun 2017
- Various Insurance Carriers for W&r Insurance AgenciesNov 2011 to Jun 2017
- Waddell & Reed, IncMay 2011 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (WI).
Belpointe Asset Management LLC
$7.6BAssets managed
7,604Clients
171Advisers
18 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
- 5907708
- Firm CRD
- 143440