Daniel
Stokes
Brightplan LLC
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About this Advisor
Daniel Stokes is a certified financial planner based out of Saint Louis, Missouri with 4 years of industry experience. Stokes is on the advisory team at Brightplan LLC. Their career trajectory has included roles at Brightplan LLC, Plancorp LLC, University Of Missouri - Office For Financial Success, Commerce Bank, Veterans United Home Loans, Modine Manufacturing and University Of Missouri - Columbia. Stokes can work in Missouri. Brightplan LLC is a registered investment firm operating out of San Jose, CA. It controls $8 million in assets under management across its 311 client accounts, making it one of the smaller firms in the country by assets under management. Of its 311 client accounts, just 11% are held by high-net-worth individuals who have more than $1 million in investable assets. Brightplan LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fee types charged by Brightplan LLC may include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brightplan LLC Brokerage Details
$7,473,410
53
311
$24,030
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daniel Stokes Work History
Daniel has been registered as a financial advisor for 4 years.*
Brightplan LLC
Plancorp LLC
University Of Missouri - Office For Financial Success
Veterans United Home Loans
Commerce Bank
Modine Manufacturing
University Of Missouri - Columbia
*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 Stokes 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 Brightplan LLC
Saint Louis, MO
San Jose, CA
San Jose, CA
San Jose, CA
San Jose, CA
Milford, NH
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.
