DANIEL ROBERT STEWART is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC, CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2026-02-02 | present | Yes |
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | 2022-09-30 | present | Yes |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 2014-12-22 | 2022-01-06 | — |
| FINANCIAL ADVOCATES ADVISORY SERVICES | 2014-01-28 | 2014-12-31 | — |
| LPL FINANCIAL LLC | 2014-01-21 | 2017-03-02 | — |