Daniel Werts is an investment adviser representative (IAR) with state registration records since 2016, appearing at 3 firms. Currently registered with BUCK WEALTH STRATEGIES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BUCK WEALTH STRATEGIES, LLC | 2025-01-24 | present | Yes |
| AE WEALTH MANAGEMENT, LLC | 2021-04-07 | 2025-05-09 | — |
| CL WEALTH MANAGEMENT LLC | 2016-12-19 | 2021-04-13 | — |