Daniel Evans
Investment Adviser Representative at Focus Partners Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Evans is an investment adviser representative with Focus Partners Wealth, LLC in Colorado Springs, CO, where they have been registered since 2024. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Buckingham Strategic Wealth, LLC and Ameriprise Financial Services, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Colorado.
Registrations & licenses
- Investment adviser:
- Colorado
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ameriprise Financial Services, LLCAug 2022 – Aug 2023Colorado Springs, CO
- WorldVentureSep 2021 – Apr 2022Denver, CO
- First Financial BankDec 2019 – May 2020Bryan, TX
- Fidelity InvestmentsJun 2020 – Aug 2020Westlake, TX
- First Financial BankAug 2020 – Apr 2021Bryan, TX
- Double Dave'sSep 2019 – Dec 2019College Station, TX
- N/aApr 2021 – Aug 2021Houston, TX
- N/aAug 2017 – Aug 2019Bryan, TX
- Memorial Athletic ClubMay 2015 – Aug 2017Houston, TX
- Prime AutomotiveJun 2016 – Aug 2017Houston, TX
- N/aMay 2022 – Jul 2022Houston, TX
- Pine Cove CampsMay 2018 – Jun 2018Columbus, TX
- Pine Cove CampsMay 2019 – Aug 2019Columbus, TX
- Buckingham Strategic Wealth, LLCAug 2023 – Jul 2024Clayton, MO
- Focus Partners Wealth, LLCJul 2024 – no end date reportedBoston, MA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Focus Partners Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Other
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,032
- Offices listed on AdvisorFinder:
- 100
- Main office:
- St. Louis, MO
- SEC file number:
- 801-72862
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Focus Partners Wealth, LLC
Showing 12 of 1,032 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Evans has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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