Daniel Scott Libstorff
Investment adviser representative at United Advisor Group
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 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
- Seminars and workshops
Experience
11 years in the industry.
- United Advisor GroupAug 2023 to now
- Daniel Libstorff, Sole ProprietorJul 2015 to now
- Capital Portfolio Advisors, Inc.Dec 2016 to Jul 2024
- Libstorff Financial Group, LLC d/b/a Sunset Wealth ManagementAug 2015 to Jul 2024
- Libstorff Financial Group, LLC dba Sunset Wealth ManagementAug 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (OH).
United Advisor Group
Legal name: United Advisor Group, LLC
$1.4BAssets managed
6,600Clients
58Advisers
3 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
- 6347838
- Firm CRD
- 324205