Daniel
Swantek
Coppell Advisory Solutions LLC
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About this Advisor
Daniel Swantek is a financial advisor operating in Omaha, Nebraska, with a total of 4 years of relevant experience. Swantek is an advisor for Coppell Advisory Solutions LLC. Over the course of their career, Swantek has held roles at Oracle Insurance, Sandhill Retirement Solutions, Autism Center Of Nebraska, One-Touch Marketing, Ameritas Investment Corp, Ameritas Life Insurance Corp and Fusion Capital Management. Swantek maintains a Series 65 license, designating them as an investment advisor representative, and is able to work in Nebraska and Texas. Coppell Advisory Solutions LLC is an advisory firm operating out of Coppell, TX. The firm has offices in 57 locations and a total of 81 people on staff. It administers $530 million in assets under management among its 5,646 customer accounts, placing it among the larger firms in the country by assets under management. Of its 5,646 accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types billed by Coppell Advisory Solutions LLC 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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Coppell Advisory Solutions LLC Brokerage Details
$529,728,395
81
5,646
$93,824
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
Daniel Swantek Work History
Daniel has been registered as a financial advisor for 4 years.*
Fusion Capital Management
Ameritas Investment Corp
Ameritas Life Insurance Corp
Sandhill Retirement Solutions
One-Touch Marketing
Oracle Insurance
Autism Center Of Nebraska
*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 Swantek 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 Coppell Advisory Solutions LLC
Orange, CA
La Verne, CA
Charleston, SC
Cherry Hill, NJ
Mechanicsburg, PA
Fort Myers, FL
Coppell, TX
Huntsville, AL
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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