Dannelle D. Ward

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

CHESTERFIELD, MO 63017

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CRD#: 2640017

Professional summary

Dannelle Dyan Ward, CFP®, who also goes by Dannelle Fendler, is a registered financial advisor currently at ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. located in Chesterfield, Missouri.

Dannelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Dannelle has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dannelle Fendler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dannelle Dyan Ward's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

September 10, 2002 - Present

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

Office #1: 14755 North Outer Forty, Suite 100, Chesterfield, MO 63017

RIA

CRD#: 121307

CHESTERFIELD, MO

Past

December 6, 1999 - August 20, 2002

EVERTRADE DIRECT BROKERAGE, INC.

CRD#: 47388

ST. LOUIS, MO

Past

June 21, 1997 - November 2, 1999

MERCANTILE INVESTMENT SERVICES, INC.

CRD#: 19908

ST. LOUIS, MO

Past

July 25, 1995 - June 21, 1997

MARK TWAIN BROKERAGE SERVICES, INC.

CRD#: 16925

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | ULLICO RETIREMENT SOLUTIONS ("URS")

CRD#: 121307 / SEC#: 801-61444

RIA

Registered Investment Advisory firm - (8/27/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(9/10/2002)

IAR

Texas
(1/25/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/15/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/28/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/24/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 9/19/1996

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/29/1996

General Securities Principal Examination

Current Firm

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | ULLICO RETIREMENT SOLUTIONS ("URS")

CRD#: 121307 / SEC#: 801-61444

RIA

Registered Investment Advisory firm - (8/27/2002 Approved)

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Contact information

Main Address

14567 North Outer Forty Road Suite 200, Chesterfield, MO 63017

Mailing Address

Phone number

(888) 882-0072

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACROPOLIS ADV PART 2 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	3,767
AUM (Assets Under Management)	$ 2,196,677,599

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/02/2025	Cover Page	Report
02/27/2025	Cover Page	Report
08/22/2023	Cover Page	Report
12/28/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Dannelle D. Ward

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dannelle Dyan Ward's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERTRADE DIRECT BROKERAGE, INC.

MERCANTILE INVESTMENT SERVICES, INC.

MARK TWAIN BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/15/1999

Series 63

Date: 8/28/1995

Series 7

Date: 7/24/1995

Series 53

Date: 9/19/1996

Series 24

Date: 1/29/1996

Current Firm

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

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