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Daniel Marc Berve

Fuse Partners, LLC

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About Daniel Marc Berve

Daniel Marc Berve is a financial consultant with Fuse Partners, LLC. Daniel has over three years of experience in the financial services industry, specializing in financial planning and investment strategies. Daniel is registered to provide investment advice in Arizona, Colorado, Illinois, Iowa, Minnesota, Montana, and Wisconsin. Prior to joining Fuse Partners, LLC, Daniel worked with Principal Securities, Inc. In addition to his work with Fuse Partners, LLC, Daniel is also a fixed insurance agent and a swim coach.

Firm Information

Daniel Berve is currently registered with Fuse Partners, LLC. Fuse Partners, LLC is an investment advisor headquartered in Dallas, Texas. With 27 licensed agents and 36 investment adviser representatives, the firm manages approximately $903,235,112 in assets for individuals, corporations, pension plans, charitable organizations, and other clients. They offer a range of services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
Fuse Partners, LLC

8111 PRESTON ROAD

DALLAS, TX 75225

$903.24M

Assets Under Management

Not reported

Total Clients

23

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Berve’s Registration & Firm History

CO

01/12/2024 - Present

Fuse Partners, LLC (Aurora CO)

CO

05/09/2020 - 04/12/2023

PRINCIPAL SECURITIES, INC. (DENVER CO)

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Licenses & Designations

BOTH

Issued 05/28/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/05/2023

Series 99TO - Operations Professional Examination

BC

Issued 05/09/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/14/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Marc Berve.
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