Daniel
Thompson
Zenith Wealth Advisors
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About this Advisor
Daniel Thompson is a certified financial planner operating out of Scottsdale, Arizona with a total of 1 year of relevant experience. Thompson is on the advisory team at Zenith Wealth Advisors. Over the course of their career, they have held roles at First Western Trust Bank, First Western Investment Management and Zenith Wealth Advisors. Thompson maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Arizona and Texas. Zenith Wealth Advisors is a business based out of Scottsdale, AZ. It administers $168 million in total assets among its 166 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm provides services to one charitable organizations. Of its 166 customer accounts, 72% are associated with high-net-worth clients who have at least $1 million in assets. Zenith Wealth Advisors performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services typically are based on which service is offered. Fee types charged by Zenith Wealth Advisors most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Zenith Wealth Advisors Brokerage Details
$167,933,615
3
166
$1,011,648
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Daniel Thompson Work History
Daniel has been registered as a financial advisor for 1 years.*
Zenith Wealth Advisors
First Western Investment Management
First Western Trust Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Thompson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Zenith Wealth Advisors
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
