Daniel Don Beutel
Investment adviser representative at Council Oak Wealth Advisors
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$529.4MFirm 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.
- Council Oak Wealth AdvisorsMay 2019 to now
- Oklahoma Heart InstituteNov 2015 to May 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Council Oak Wealth Advisors
Legal name: Cowa, LLC
$529.4MAssets managed
378Clients
5Advisers
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
- 6949326
- Firm CRD
- 297180