Daniel Laurence Mock
Investment adviser representative at Indivisible Partners
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm 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 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
12 years in the industry.
- Indivisible Partners LLCMay 2026 to now
- Fmb Retirement ServicesMay 2014 to now
- Fmb Wealth ManagementMay 2014 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Indivisible Partners
Legal name: Indivisible Partners, LLC
$2.1BAssets managed
676Clients
23Advisers
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
- 6343729
- Firm CRD
- 332431