Daniel Ray Knelson
Investment adviser representative at Coppell Advisory Solutions LLC
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
15 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
11 years in the industry.
- Coppell Advisory Solutions LLCMay 2025 to now
- Cornerstone Senior ServicesJul 2020 to now
- Financial & Tax Architects, LLCDec 2024 to May 2025
- First Advisors National, LLCOct 2023 to Dec 2024
- Cetera Advisor Networks LLCAug 2023 to Oct 2023
- Shoemaker FinancialJun 2023 to Oct 2023
- Minnesota Life Insurance CompanyJun 2023 to Aug 2023
- Securian Financial Services Inc.Jun 2023 to Aug 2023
- Helton Insurance AgencyMay 2019 to Jul 2020
- Transamerica Agency NetworkAug 2018 to May 2019
- Madisonville Police DepartmentJan 2015 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TN).
Coppell Advisory Solutions LLC
Legal name: Fusion Investment Advisors LLC
$1.1BAssets managed
8,850Clients
82Advisers
15 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
- 7776913
- Firm CRD
- 156549