Daniel R Carlson
Investment adviser representative at Verdara Ppp LLC
14 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
Experience
14 years in the industry.
- Verdara Ppp LLCJun 2026 to now
- Farther Finance Advisors, LLCSep 2022 to May 2026
- Pacekerland Brokerage Services IncMay 2012 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (WI).
Verdara Ppp LLC
$0Assets managed
0Clients
3Advisers
Under 1 yearIn 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
- 6024811
- Firm CRD
- 339710