Daniel Benjamin Kistler
Investment adviser representative at Arkadios Wealth Advisors
10 yearsExperience
1 stateRegistered in
$8.8BFirm 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.
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
Experience
10 years in the industry.
- Arkadios Wealth AdvisorsFeb 2026 to now
- Arkadios CapitalFeb 2026 to now
- Arkadios Wealth AdvisersFeb 2026 to now
- Cambridge Investment Research Advisors, Inc.Nov 2025 to Feb 2026
- Cambridge Investment Research, Inc.Nov 2025 to Feb 2026
- Dempsey Lord Smith, LLCOct 2016 to Feb 2026
- Roger's Retirement Readiness Alliance LLCOct 2016 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (GA).
Arkadios Wealth Advisors
Legal name: Arkadios Wealth Advisors LLC
$8.8BAssets managed
14,886Clients
223Advisers
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
- 6203300
- Firm CRD
- 288863