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Daniel James Groben

Servant Wealth Management LLC

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About Daniel James Groben

Daniel Groben is an investment advisor representative at Servant Wealth Management LLC located in Memphis, Tennessee. Daniel has been in the financial industry for over 10 years. Previously, Daniel worked at Mutual of Omaha Investor Services, Inc. in Omaha, Nebraska. Daniel has a Series 6, 63, and 65 license. Daniel is currently registered with the state of Tennessee. Daniel provides financial planning, pension consulting, and selection of other advisors services. He also manages portfolios for individuals.

Firm Information

Daniel Groben is currently registered with Servant Wealth Management LLC. Servant Wealth Management LLC is a registered investment advisor with approximately $43.12 million in regulatory assets under management. They primarily serve high-net-worth individuals and individuals other than high-net-worth with financial planning, pension consulting, and portfolio management services. The firm has a wrap fee program and offers advisory services to clients through their website and Facebook page.

$43.12M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Groben’s Registration & Firm History

TN

01/06/2024 - Present

Servant Wealth Management LLC (MEMPHIS TN)

NE

05/09/2013 - 05/21/2014

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

IA

Issued 07/24/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/22/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Daniel James Groben. Review regulatory record here.
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