Daniel R. Blair

HORIZON WEALTH

DENVER, CO 80246

Some features on this profile are disabled

CRD#: 4847450

Professional summary

Daniel Roland Blair, who also goes by Daniel Rolland Blair, is a registered financial advisor currently at HORIZON WEALTH located in Denver, Colorado.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Daniel has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Rolland Blair

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.

1.Insurance Agent. Various carriers. Not investment related. 650 S Cherry St Suite 825, Denver, CO 80246. Time spent= less than 10% per month. 2. Blair Financial Inc; Not Investment Related; 650 S Cherry St Suite 825, Denver, CO 80246; Bookkeeping entity used for compensation received through Horizon Wealth Investment Solutions, Insurance and Horizon Wealth Marketing Group. Owner; 01/2009; 10 hrs/month 3. Horizon Wealth Marketing Group, LLC; Managing Member. Entity offering products and services specific to other financial professionals for the marketing of propriety tax strategy. Clients of Horizon Wealth Investment Solutions will not be offered services from Horizon Wealth Marketing Group, LLC. Mr. Blair spends approximately 20% of his time each month on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Roland Blair'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®

None

Experience

Current

November 27, 2024 - Present

HORIZON WEALTH

Office #1: 650 S. Cherry St. Ste 825, Denver, CO 80246

RIA

CRD#: 333752

DENVER, CO

Past

July 2, 2021 - February 20, 2025

IMPACT PARTNERSHIP WEALTH, LLC

RIA

CRD#: 313928

Denver, CO

Past

February 8, 2018 - June 30, 2021

ONEDIGITAL

RIA

CRD#: 106766

Denver, CO

Past

October 13, 2017 - April 12, 2018

INTEGRUM WEALTH MANAGEMENT

RIA

CRD#: 289942

CENTENNIAL, CO

Past

June 14, 2016 - September 15, 2017

REDHAWK WEALTH ADVISORS, INC.

RIA

CRD#: 146616

Denver, CO

Past

March 25, 2014 - July 13, 2016

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

DENVER, CO

Past

March 25, 2014 - July 13, 2016

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

DENVER, CO

Past

September 11, 2012 - January 30, 2014

EQUITABLE ADVISORS, LLC

CRD#: 6627

DENVER, CO

Past

November 13, 2007 - September 12, 2012

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

DENVER, CO

Past

October 5, 2006 - November 14, 2007

MML INVESTORS SERVICES, LLC

CRD#: 10409

DENVER, CO

Past

January 1, 2005 - September 29, 2006

WORLD GROUP SECURITIES, INC.

CRD#: 114473

DULUTH, GA

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

Colorado
(11/27/2024)

IAR

Missouri
(1/7/2025)

IAR

Oregon
(3/20/2025)

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: 2/6/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/24/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/13/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/23/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HORIZON WEALTH

HORIZON WEALTH | VISION WEALTH | HW TAX STRATEGIES | HORIZON WEALTH INVESTMENT SOLUTIONS LLC

CRD#: 333752 / SEC#: 801-134662

Colorado

Registered Investment Advisory firm - (11/27/2024 Approved)

Missouri

Registered Investment Advisory firm - (1/7/2025 Approved)

Oregon

Registered Investment Advisory firm - (3/20/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

650 S. Cherry St. Ste 825, Denver, CO 80246

Mailing Address

Phone number

(303) 777-7124

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A BROCHURE (9/30/2025)

WRAP BROCHURE (9/30/2025)

Regulatory assets under management

Total Number of Accounts	493
AUM (Assets Under Management)	$ 101,116,187

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.

Similar Advisors

Craig Johlfs

LPL FINANCIAL LLC

IAR

Greenwood Village, CO

Ralph Jones

OPPENHEIMER & CO. INC.

IAR

Denver, CO

Lorie Jones

TANDEM FINANCIAL, LLC

IAR

GREENWOOD VILLAGE, CO

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Daniel R. Blair

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Roland Blair's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMPACT PARTNERSHIP WEALTH, LLC

ONEDIGITAL

INTEGRUM WEALTH MANAGEMENT

REDHAWK WEALTH ADVISORS, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

EQUITABLE ADVISORS, LLC

ALLSTATE FINANCIAL SERVICES, LLC

MML INVESTORS SERVICES, LLC

WORLD GROUP SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/6/2014

Series 63

Date: 9/24/2007

SIE

Date: 7/13/2016

Series 6

Date: 12/23/2004

Current Firm

HORIZON WEALTH

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HORIZON WEALTH

TRUST BUT VERIFY

Similar Advisors