Danielle Lewis
Investment adviser representative at Capita Financial Network, LLC
10 yearsExperience
1 stateRegistered in
$2.3BFirm 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 assets
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.
- Capita Financial Network, LLCJan 2022 to now
- Northwestern Mutual dba Kunzler FinancialMar 2020 to Jan 2022
- Famous FootwearMay 2017 to Mar 2020
- Bath & Body WorksMay 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
Capita Financial Network, LLC
$2.3BAssets managed
2,888Clients
37Advisers
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
- 7251589
- Firm CRD
- 290558