Daniel Clayton Garner
Investment adviser representative at Presper Financial Architects, LLC
10 yearsExperience
1 stateRegistered in
$362.6MFirm assets
8 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
- Seminars and workshops
Experience
10 years in the industry.
- Presper Financial Architects, LLCMar 2017 to now
- Passport To RetirementFeb 2017 to now
- Cetera Advisors LLCJun 2016 to Aug 2018
- Millennial GroupMay 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (OH).
Presper Financial Architects, LLC
$362.6MAssets managed
533Clients
3Advisers
8 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
- 6656652
- Firm CRD
- 297538