Daniel Jon Davis
Investment adviser representative at Mariner Wealth
17 yearsExperience
2 statesRegistered in
$0Firm assets
9 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.
Other
Experience
17 years in the industry.
- Mariner WealthJan 2018 to now
- Mariner Wealth Advisors-ic, LLCDec 2017 to now
- Frankel Zacharia LLCSep 2009 to now
- Honkamp Krueger Financial ServicesOct 2012 to Oct 2017
- Proequities, IncApr 2012 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (KS, NE).
Mariner Wealth
Legal name: Mariner Wealth Advisors-ic, LLC
$0Assets managed
0Clients
66Advisers
9 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
- 6055404
- Firm CRD
- 289886