Daniel Reuben
Investment adviser representative at Parcion Private Wealth LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3BFirm 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.
- Parcion Private Wealth LLCApr 2025 to now
- PathstoneJun 2021 to Mar 2025
- Mutual of Omaha Investor ServicesNov 2020 to Jun 2021
- Mutual of Omaha Insurance CompanyJul 2020 to Nov 2020
- UnemployedJul 2020 to Jul 2020
- Full Time StudentJun 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (WA).
Parcion Private Wealth LLC
$3BAssets managed
165Clients
15Advisers
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
- 7265409
- Firm CRD
- 305115