Daniel Warren Heppler
Investment adviser representative at Edward Jones
16 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Edward JonesApr 2021 to now
- StudentAug 2019 to Apr 2021
- Lochmere Country ClubMay 2019 to Jul 2019
- StudentMar 2019 to Jun 2019
- Life Time FitnessNov 2018 to Mar 2019
- StudentAug 2018 to Nov 2018
- Christian Financial Credit UnionJun 2018 to Jun 2019
- UnemployedJan 2010 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 7359512
- Firm CRD
- 250