Christopher Daniels

ADVANCED PLANNING ADVISORS GROUP

NAPERVILLE, IL 60563

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CRD#: 4963520

Professional summary

Christopher Daniels, who also goes by Chris Daniels, Christopher Scott Daniels, Christopher Daniels, is a registered financial advisor currently at ADVANCED PLANNING ADVISORS GROUP INC. located in Naperville, Illinois.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Christopher has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Daniels | Christopher Scott Daniels | Christopher Daniels

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.

Daniels Asset Capital LLC; Not investment related; Rental properties; Managing Member; Owner; Start date 5/1/2021; Approx 8 hours per month; 0 Hours during trading hours Advanced Planning Advisors Group Inc.; Investment related; Insurance; Insurance agent; Employee; 9/1/2025; Approx 5 hours per month; 5 hours during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Daniels'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®

None

Experience

Current

September 16, 2025 - Present

ADVANCED PLANNING ADVISORS GROUP INC.

Office #1: 400 East Diehl Road Suite 240, Naperville, IL 60563

RIA

CRD#: 313101

NAPERVILLE, IL

Past

August 29, 2018 - May 20, 2025

NUVEEN ASSET MANAGEMENT, LLC

RIA

CRD#: 155584

CHICAGO, IL

Past

August 28, 2018 - May 20, 2025

NUVEEN SECURITIES, LLC

CRD#: 469

CHICAGO, IL

Past

June 16, 2015 - September 18, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

CHICAGO HEIGHTS, IL

Past

June 16, 2015 - September 18, 2018

LPL FINANCIAL LLC

CRD#: 6413

CHICAGO HEIGHTS, IL

Past

May 7, 2014 - June 15, 2015

WINTRUST INVESTMENTS LLC

RIA

CRD#: 875

DOWNERS GROVE, IL

Past

May 6, 2014 - June 15, 2015

WINTRUST INVESTMENTS LLC

CRD#: 875

DOWNERS GROVE, IL

Past

May 7, 2013 - May 7, 2014

MWA FINANCIAL SERVICES INC.

CRD#: 112630

CHICAGO, IL

Past

August 16, 2010 - November 5, 2012

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

JOLIET, IL

Past

August 16, 2010 - November 5, 2012

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

JOLIET, IL

Past

September 4, 2007 - August 2, 2010

EDWARD JONES

RIA

CRD#: 250

EVERGREEN PARK, IL

Past

February 14, 2006 - August 2, 2010

EDWARD JONES

CRD#: 250

EVERGREEN PARK, IL

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

Illinois
(9/16/2025)

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 66

Date: 4/5/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/17/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/13/2006

General Securities Representative Examination

Current Firm

ADVANCED PLANNING ADVISORS GROUP INC.

CRD#: 313101 / SEC#:

Arizona

Registered Investment Advisory firm - (11/6/2024 Approved)

Florida

Registered Investment Advisory firm - (1/2/2025 Approved)

Illinois

Registered Investment Advisory firm - (4/15/2021 Approved)

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Contact information

Main Address

400 East Diehl Road Suite 240, Naperville, IL 60563

Mailing Address

Phone number

(630) 780-1099

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	568
AUM (Assets Under Management)	$ 104,917,790

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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Advisor Monitoring

Firm Stability Insights

Christopher Daniels

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Daniels's CRS (Customer Relationship Summary).

Certified licenses

Experience

NUVEEN ASSET MANAGEMENT, LLC

NUVEEN SECURITIES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WINTRUST INVESTMENTS LLC

WINTRUST INVESTMENTS LLC

MWA FINANCIAL SERVICES INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 4/5/2007

Series 63

Date: 2/17/2006

SIE

Date: 10/1/2018

Series 7

Date: 2/13/2006

Current Firm

ADVANCED PLANNING ADVISORS GROUP INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADVANCED PLANNING ADVISORS GROUP INC.

TRUST BUT VERIFY

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