Daniel Alan Routh
Investment adviser representative at Old Peak Finance
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$714.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Old Peak Finance, LLCMay 2019 to now
- Exencial Wealth Advisors, LLCMar 2016 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Old Peak Finance
Legal name: Old Peak Finance LLC
$714.1MAssets managed
176Clients
8Advisers
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
- 6062132
- Firm CRD
- 154804