Daniel S. Flack

INTRINSIC VALUE PARTNERS

Phoenix, AZ 85016

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CRD#: 4699388

Professional summary

Daniel Steven Flack, CFP® is a registered financial advisor currently at INTRINSIC VALUE PARTNERS, LLC located in Phoenix, Arizona.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Daniel has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Daniel Flack (do not have a company name or DBA Name), not investment-related, 2741 E. Bighorn Ave. Phoenix, AZ 85048, Ebay re-selling business, Owner, Oct. 2019, 32 hrs/ month, 5 hrs/ month during trading hours, obtaining and selling items for re-sale on Ebay and packing and shipping those items

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Steven Flack'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

Experience

Current

December 14, 2012 - Present

INTRINSIC VALUE PARTNERS, LLC

Office #1: 4742 N 24th Street Suite 300, Phoenix, AZ 85016

RIA

CRD#: 165214

Phoenix, AZ

Past

October 14, 2003 - December 12, 2012

PACWEST FINANCIAL MANAGEMENT INC

RIA

CRD#: 108740

PHOENIX, AZ

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".

INTRINSIC VALUE PARTNERS, LLC

CRD#: 165214 / SEC#: 801-78111

RIA

Registered Investment Advisory firm - (6/11/2013 Approved)

Arizona

Registered Investment Advisory firm - (6/19/2013 Terminated)

Texas

Registered Investment Advisory firm - (1/13/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Arizona
(12/14/2012)

IAR

Texas
(1/13/2015)

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: 10/10/2003

Uniform Investment Adviser Law Examination

Current Firm

INTRINSIC VALUE PARTNERS, LLC

CRD#: 165214 / SEC#: 801-78111

RIA

Registered Investment Advisory firm - (6/11/2013 Approved)

Arizona

Registered Investment Advisory firm - (6/19/2013 Terminated)

Texas

Registered Investment Advisory firm - (1/13/2014 Terminated)

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Contact information

Main Address

4742 N 24th Street Suite 300, Phoenix, AZ 85016

Mailing Address

Phone number

(480) 522-2032

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - MARCH 2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	191
AUM (Assets Under Management)	$ 175,989,679

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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Daniel S. Flack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Steven Flack's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTRINSIC VALUE PARTNERS, LLC

PACWEST FINANCIAL MANAGEMENT INC

Primary Firm SEC Registration

INTRINSIC VALUE PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/10/2003

Current Firm

INTRINSIC VALUE PARTNERS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTRINSIC VALUE PARTNERS, LLC

TRUST BUT VERIFY

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