Daniel
Lee
Market Guard
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About this Advisor
Daniel Lee is a certified financial planner who works out of Englewood, Colorado with a total of 2 years of industry experience. Lee is currently employed by Market Guard. Throughout their career, they have worked at Best Buy, Buffalo Wild Wings, University Of Northern Colorado, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Jos A Bank, Brothers Financial Group, Aroundcampus Group, Charles Schwab & Co., Inc, Schwab Private Client Investment Advisory, Jenkins Wealth, Modern Millennial Wealth LLC and Market Guard. Lee maintains Series 66 and Series 63 licenses, which qualify them as a securities broker, and is able to advise clients in Colorado. Market Guard is a registered investment company that has its headquarters in Englewood, CO. The investment advisory business has offices in eight locations and a total of 11 employees. It oversees $297 million in assets under management across its 1,753 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 1,753 accounts, just 7% belong to high-net-worth investors who have greater than $1 million in investable assets. Market Guard has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management usually vary depending on which services the firm provides the client. Fee types charged by Market Guard can be comprised of some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Market Guard Brokerage Details
$296,828,853
11
1,753
$169,326
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Daniel Lee Work History
Daniel has been registered as a financial advisor for 2 years.*
Market Guard
Modern Millennial Wealth LLC
Jenkins Wealth
Schwab Private Client Investment Advisory
Brothers Financial Group
Charles Schwab & Co., Inc
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Jos A Bank
Best Buy
Buffalo Wild Wings
Aroundcampus Group
University Of Northern Colorado
*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 Lee 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 Market Guard
Fairfax, VA
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Spring Hill, FL
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.
