Daniel Thomas Bader
Investment adviser representative at SFG Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$187.7MFirm 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
Experience
11 years in the industry.
- Momentum Independent Network Inc.Oct 2026 to now
- SFG Wealth Advisors, LLCJul 2020 to now
- The Strategic Financial Alliance, Inc.Aug 2016 to Oct 2026
- Snyder Financial GroupSep 2015 to Oct 2026
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
SFG Wealth Advisors, LLC
$187.7MAssets managed
251Clients
4Advisers
5 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
- 6563038
- Firm CRD
- 307368