Daniel Gerald Gomez
Investment Adviser Representative at LONE PEAK Advisers
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Gerald Gomez is an investment adviser representative with LONE PEAK Advisers in Salt Lake City, UT, where they have been registered since 2026. They have worked in the securities industry since 1992 and have been registered with 4 firms, including Diversify Advisory Services, LLC and DFPG Investments, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Utah.
Registrations & licenses
- Investment adviser:
- Utah
- Broker:
2 states and territories
Texas, Utah
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.
- Gomez Corp Financial Services & InsuranceAug 1995 – no end date reportedSlc, UT
- Hornor, Townsend & KENT, Inc.Apr 2002 – Feb 2019Salt Lake City, UT
- PENN MutualApr 2002 – no end date reportedSalt Lake City, UT
- DFPG Investments, IncMar 2019 – no end date reportedSandy, UT
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LONE PEAK Advisers
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
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
Asset Management, Holistic Financial Planning, Tailored Fiduciary Advice, Institutional Employee Benefit Packages, and Self Directed Brokerage Accounts.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Draper, UT
- SEC file number:
- 801-127627
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 3, 2026
View full firm profileOther advisors at LONE PEAK Advisers
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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 Gerald Gomez 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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