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Daniel Reisbacher

MSH Capital Advisors LLC

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About Daniel Reisbacher

Daniel Reisbacher is an investment advisor representative at MSH Capital Advisors LLC. Daniel has been in the financial services industry for over ten years. Daniel specializes in providing financial planning services to individuals, businesses, corporations, state and municipal government entities, and charitable organizations. Daniel is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in 48 states. Daniel is a graduate of the University of Arizona and holds a Series 7, Series 24, and Series 66 license.

Firm Information

Daniel Reisbacher is currently registered with MSH Capital Advisors LLC. MSH Capital Advisors LLC is an investment advisory firm located in Scottsdale, AZ. They provide financial planning, pension consulting, portfolio management for individuals, businesses, and investment companies, and selection of other advisors. The firm has 23 registered representatives and manages approximately $1 billion in assets.
MSH Capital Advisors LLC

23350 N PIMA ROAD

SCOTTSDALE, AZ 85255-7153

$1.04B

Assets Under Management

Not reported

Total Clients

16

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 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 Reisbacher’s Registration & Firm History

AZ

10/18/2018 - Present

MSH Capital Advisors LLC (SCOTTSDALE AZ)

AZ

02/24/2017 - 09/28/2018

EDWARD JONES (SCOTTSDALE AZ)

AZ

02/24/2015 - 02/24/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 04/01/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/17/2021

Series 24 - General Securities Principal Examination

BC

Issued 09/28/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel Reisbacher. Review regulatory record here.
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