Daniel Keeney
Investment adviser representative at Ifg Advisory, LLC
13 yearsExperience
1 stateRegistered in
$4.8BFirm assets
12 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
13 years in the industry.
- Ifg Advisory, LLCMay 2023 to now
- Ifg Advisory, LLC d/b/a Nida Financial GroupMay 2023 to now
- LPL Financial LLCMay 2023 to now
- InvescoJan 2020 to Apr 2023
- LPL Financial LLCMay 2019 to Jan 2020
- Nida Financial GroupMay 2019 to Dec 2019
- Kennesaw State UniversityAug 2015 to Dec 2019
- PublixJun 2013 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
Ifg Advisory, LLC
$4.8BAssets managed
9,202Clients
109Advisers
12 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
- 7126442
- Firm CRD
- 168012