Daniel Sablik
Investment adviser representative at Vest Financial LLC
11 yearsExperience
2 statesRegistered in
$51.8BFirm assets
13 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.
- Portfolio management
Experience
11 years in the industry.
- Vest Financial, LLCAug 2023 to now
- Lifepro Asset ManagementOct 2022 to Jul 2023
- UnemployedJul 2022 to Oct 2022
- Proshare Advisors LLCJun 2015 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, VA).
Vest Financial LLC
$51.8BAssets managed
180Clients
14Advisers
13 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
- 7701624
- Firm CRD
- 165976