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Daniel Michael Swantek

Coppell Advisory Solutions LLC

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About Daniel Michael Swantek

Daniel Swantek is a financial advisor registered with Coppell Advisory Solutions LLC and has been in the industry since 2015. Daniel is a Registered Investment Advisor (RIA) licensed in Nebraska and Texas. Daniel holds the Series 6 and Series 65 securities licenses. Daniel's previous experience includes working with Ameritas Investment Corp. where they were licensed to sell a variety of financial products. Daniel's firm Coppell Advisory Solutions LLC, has over 7,900 clients and manages over $849 million in assets.

Firm Information

Daniel Swantek is currently registered with Coppell Advisory Solutions LLC. Coppell Advisory Solutions LLC is a registered investment adviser located in DALLAS, TX, with 76 investment adviser representatives. The firm manages $849,564,866 in regulatory assets under management. They provide financial planning, selection of other advisers, and portfolio management for individuals and businesses. Coppell Advisory Solutions LLC serves high-net-worth individuals and individuals other than high-net-worth.
Coppell Advisory Solutions LLC

9111 CYPRESS WATERS BLVD SUITE 140

DALLAS, TX 75019

$849.56M

Assets Under Management

15

Total Clients

82

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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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 Swantek’s Registration & Firm History

NE

08/30/2019 - Present

Coppell Advisory Solutions LLC (Omaha NE)

NE

08/18/2015 - 05/08/2017

AMERITAS INVESTMENT CORP. (Omaha NE)

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Licenses & Designations

IA

Issued 07/24/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/08/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Michael Swantek.
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