Danielle Renee Parris-exline
Investment adviser representative at Peace of Mind Financial Planning, Inc
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$123.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed 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.
- Peace of Mind Financial Planning, Inc.Apr 2020 to now
- Wanderlust Financial CoachingDec 2018 to Oct 2021
- UnemployedOct 2018 to Nov 2018
- Harris CorporationSep 2016 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Peace of Mind Financial Planning, Inc
Legal name: Peace of Mind Financial, Inc
$123.6MAssets managed
121Clients
2Advisers
5 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
- 7285794
- Firm CRD
- 289067