Daniel Owen Backer
Investment adviser representative at Smith Moore & Co.
11 yearsExperience
1 stateRegistered in
$2.4BFirm assets
19 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.
- Smith, Moore & Co.Jun 2025 to now
- Finteris Wealth ManagementJun 2024 to Jul 2024
- The Callaway BankJun 2022 to Jun 2025
- Westminister CollegeAug 2021 to May 2025
- Hy-vee Inc.Jul 2020 to Jun 2022
- SchoolJul 2015 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
Smith Moore & Co.
$2.4BAssets managed
4,142Clients
45Advisers
19 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
- 7938065
- Firm CRD
- 3441