DANIEL ROBERT MEIER is an investment adviser representative (IAR) with state registration records since 2016, appearing at 7 firms. Currently registered with LINCOLN INVESTMENT PLANNING, LLC, CAPITAL ANALYSTS, LLC, SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC | 2024-03-01 | present | Yes |
| CAPITAL ANALYSTS, LLC | 2023-09-21 | present | Yes |
| LINCOLN INVESTMENT PLANNING, LLC | 2023-09-21 | present | Yes |
| CETERA INVESTMENT ADVISERS LLC | 2020-11-12 | 2023-09-21 | — |
| FIRST ALLIED ADVISORY SERVICES, INC. | 2017-01-24 | 2020-11-12 | — |
| FIRST ALLIED ADVISORY SERVICES, INC. | 2016-12-05 | 2016-12-05 | — |
| ONEAMERICA SECURITIES, INC. | 2016-09-29 | 2016-12-14 | — |
| PENSION CONSULTANTS INC | 2016-06-15 | 2016-08-18 | — |