Daniel Warren Hancock
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
13 yearsExperience
2 statesRegistered in
$12.8BFirm assets
26 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- United Planners' Financial Services of America A Limited PartnerJun 2022 to now
- United PlannersJun 2022 to now
- Blue Federal Credit UnionSep 2017 to now
- Cuso Financial Services, LPSep 2017 to now
- Daniel HancockJun 2015 to now
- LPL Financial LLCNov 2016 to Sep 2017
- Cetera Investment Advisers LLCJan 2014 to Nov 2016
- First Interstate BankJun 2013 to Sep 2017
- Cetera Investment Services LLCJun 2013 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (TX, WY).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 6060219
- Firm CRD
- 20804