Eric A. Danner
STRATEGIC ADVISERS LLC | Benefits & Planning Consultant, Executive Services
WEST DES MOINES, IA
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CRD#: 3102007
Professional summary
Eric A. Danner, who also goes by Eric Andrew Danner, Eric Danner, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in West Des Moines, Iowa and FIDELITY BROKERAGE SERVICES LLC located in Dallas, Texas.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Eric has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 9 exams.
Biography
As a Benefits & Planning Consultant, I provide personal and workplace planning to executive clients to help them work towards their financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eric Andrew Danner | Eric Danner
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.
OBA-116502|OrgNmn:US Soccer|Org Addr:West Des M,Iowa,US|OBA Nature:US Soccer referee|Invst Rel:N|Title:Referee|Duties:Referee games|StrtDt:02-12-25|TotHrs/mon:10|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Eric A. Danner's 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®
NoneEducation
Iowa State University
Bachelor of Science (BS) - Finance
1997
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WEST DES MOINES, IA
Current
July 12, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4001 Northwest Parkway, Dallas, TX 75225BD
CRD#: 7784
Dallas, TX
Past
July 29, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WEST DES MOINES, IA
Past
September 18, 2019 - June 7, 2021
INTEGRITY ALLIANCE, LLC.
BD
CRD#: 139627
Des Moines, IA
Past
August 3, 2016 - August 27, 2019
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Des Moines, IA
Past
August 3, 2016 - August 27, 2019
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Des Moines, IA
Past
September 11, 2015 - July 29, 2016
MORGAN STANLEY
RIA
CRD#: 149777
DES MOINES, IA
Past
September 4, 2015 - July 29, 2016
MORGAN STANLEY
BD
CRD#: 149777
DES MOINES, IA
Past
January 3, 2012 - July 14, 2015
SCHWAB WEALTH ADVISORY, INC.
RIA
CRD#: 159035
LONE TREE, CO
Past
November 13, 2007 - December 31, 2011
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
LONE TREE, CO
Past
May 10, 2006 - July 14, 2015
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
LONE TREE, CO
Past
May 9, 2005 - April 7, 2006
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
BLOOMINGTON, IL
Past
January 8, 2001 - March 18, 2005
AMERICAN CENTURY INVESTMENT SERVICES INC.
BD
CRD#: 17437
KANSAS CITY, MO
Past
April 22, 1999 - October 18, 2000
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/12/2021)
RR
Alaska(7/12/2021)
RR
Arizona(7/12/2021)
RR
Arkansas(7/12/2021)
RR
California(7/12/2021)
RR
Colorado(7/12/2021)
RR
Connecticut(7/12/2021)
RR
Delaware(7/12/2021)
RR
District of Columbia(7/12/2021)
RR
Florida(7/12/2021)
RR
Georgia(7/12/2021)
RR
Hawaii(7/12/2021)
RR
Idaho(7/12/2021)
RR
Illinois(7/12/2021)
RR
Indiana(7/12/2021)
RR
Iowa(7/12/2021)
IAR
Iowa(3/31/2025)
RR
Kansas(7/12/2021)
RR
Kentucky(7/12/2021)
RR
Louisiana(7/12/2021)
RR
Maine(7/12/2021)
RR
Maryland(7/12/2021)
RR
Massachusetts(7/12/2021)
RR
Michigan(7/12/2021)
RR
Minnesota(7/12/2021)
RR
Mississippi(7/12/2021)
RR
Missouri(7/12/2021)
RR
Montana(7/12/2021)
RR
Nebraska(7/12/2021)
RR
Nevada(7/12/2021)
RR
New Hampshire(7/12/2021)
RR
New Jersey(7/12/2021)
RR
New Mexico(7/12/2021)
RR
New York(7/12/2021)
RR
North Carolina(7/12/2021)
RR
North Dakota(7/12/2021)
RR
Ohio(7/12/2021)
RR
Oklahoma(7/12/2021)
RR
Oregon(7/12/2021)
RR
Pennsylvania(7/12/2021)
RR
Puerto Rico(7/12/2021)
RR
Rhode Island(7/12/2021)
RR
South Carolina(7/12/2021)
RR
South Dakota(7/12/2021)
RR
Tennessee(7/12/2021)
RR
Texas(7/12/2021)
IAR
Texas(3/31/2025)
RR
Utah(7/12/2021)
RR
Vermont(7/12/2021)
RR
Virgin Islands(7/12/2021)
RR
Virginia(7/12/2021)
RR
Washington(7/12/2021)
RR
West Virginia(7/12/2021)
RR
Wisconsin(7/12/2021)
RR
Wyoming(7/12/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
Company Information
STRATEGIC ADVISERS LLC
Benefits & Planning Consultant, Executive ServicesCRD#: 104555West Des Moines, IATRUST BUT VERIFY
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Contact information
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