Allison Daines
Investment adviser representative at Journey Beyond Wealth
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$250.3MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Journey Beyond Wealth, LLCJan 2025 to now
- Avera Wealth Advisors dba Journey Beyond WealthFeb 2022 to Dec 2024
- The Vanguard Group, Inc.Jun 2020 to Jan 2022
- Ranstad Contractor for the Vanguard GroupMay 2019 to Aug 2019
- Paragon Wealth ManagementOct 2018 to May 2019
- Utah Valley UniversityAug 2016 to May 2020
- Creative Media Group IncAug 2016 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Journey Beyond Wealth
Legal name: Journey Beyond Wealth, LLC
$250.3MAssets managed
109Clients
4Advisers
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
- 7128365
- Firm CRD
- 290367