Daniel
Courtney
Rubinbrown Advisors LLC
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About this Advisor
Daniel Courtney is a certified financial planner based in Denver, Colorado with a total of 1 year of industry experience. Courtney currently works for Rubinbrown Advisors LLC. Throughout their career, Courtney has worked at Genworth Financial, Roka Capital Advisors, Advisors Asset Management, Inc, Crestmoor Partners, LLC, Block Advisors, Consulting and Blend Financial, Inc Dba Origin Financial. Courtney maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Colorado. Rubinbrown Advisors LLC is a financial advisory business based out of Saint Louis, MO. The company has offices in four locations and a total of 29 people on staff. It manages $2 billion in assets under management between its 3,379 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises five charitable organizations. Of its 3,379 customer accounts, 65% are held by high-net-worth individuals who have at least $1 million in investable assets. The business offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules typically are based on the financial services provided. Fee types billed by Rubinbrown Advisors LLC most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rubinbrown Advisors LLC Brokerage Details
$2,115,190,668
29
3,379
$625,981
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Daniel Courtney Work History
Daniel has been registered as a financial advisor for 1 years.*
Crestmoor Partners, LLC
Blend Financial, Inc Dba Origin Financial
Block Advisors
Advisors Asset Management, Inc
Roka Capital Advisors
Consulting
Genworth Financial
*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 Courtney 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 Rubinbrown Advisors LLC
Saint Louis, MO
Denver, CO
Saint Louis, MO
Denver, CO
Saint Louis, MO
Leawood, KS
Leawood, KS
Denver, CO
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.
