Daniel K Palmer is an investment adviser representative (IAR) with state registration records since 1999, appearing at 7 firms. Currently registered with CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC, CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2026-01-15 | present | Yes |
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | 2023-12-20 | present | Yes |
| COMMONWEALTH EQUITY SERVICES, LLC | 2018-02-05 | 2023-12-04 | — |
| REHMANN WEALTH | 2010-12-07 | 2017-12-31 | — |
| NRP ADVISORS, INC. | 2008-03-03 | 2010-11-02 | — |
| NRP FINANCIAL, INC. | 2007-07-05 | 2008-10-15 | — |
| SII INVESTMENTS, INC. | 1999-04-27 | 2007-07-16 | — |