Daniel Barad Eller
Investment adviser representative at Wms Wealth Planners
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$314.7MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Wms Wealth PlannersJan 2020 to now
- Full Time StudentJan 2018 to Apr 2019
- Aesthetic Skin and Laser CenterMay 2017 to Dec 2019
- UnemployedAug 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Wms Wealth Planners
Legal name: Wealth Management Strategies, Inc.
$314.7MAssets managed
292Clients
3Advisers
6 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
- 7211799
- Firm CRD
- 305481