Daniel Teibel
Investment adviser representative at Krilogy
17 yearsExperience
1 stateRegistered in
$5.2BFirm assets
17 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Saxony SecuritiesJul 2024 to now
- KrilogySep 2023 to now
- Krilogy FinancialSep 2023 to now
- Cambridge Investment Research Advisors, Inc.Aug 2021 to now
- Cambridge Investment Research Inc.Oct 2020 to now
- UnemployedApr 2020 to now
- Enterprise HoldingsJun 2009 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MO).
Krilogy
Legal name: Krilogy Financial LLC
$5.2BAssets managed
3,204Clients
63Advisers
17 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
- 7312708
- Firm CRD
- 149046