Daniel Jacob Frankel
CFP®Professional Summary
Daniel Jacob Frankel, CFP® is a registered financial advisor currently at WEALTHCOLLAB located in Bellevue, Washington. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Daniel has worked at 5 firms and has passed the Series 66, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Retirement Planning
- Financial Planning
- Education Funding
- Estate & Legacy Planning
Specializations
Biography
I am a CERTIFIED FINANCIAL PLANNER® with 10 years of experience helping professionals make smart, lasting financial decisions. I am passionate about bringing a transparent, authentic and personal experience to my clients. As Founding Principal of WealthCollab, I collaborate with clients to develop and implement an individualized framework for making prudent decisions in all areas of finance. Ultimately, my goals are pretty straightforward, I want clients to meet their financial objectives and have confidence along...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
WEALTHCOLLAB | WEALTHCOLLAB LLC
Contact Information
Main Address
1400 112th Ave Se Suite 100, Bellevue, WA 98004Phone Number
(206) 456-6171# of Employees
1SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
414AUM (Assets Under Management)
$316,209,943Similar Advisors
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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.
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Primary Firm SEC Registration
WEALTHCOLLAB | WEALTHCOLLAB LLC
State Registrations and Notice Filings
(12/13/2024)
(1/21/2020)
(9/15/2015)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Jacob Frankel's CRS (Customer Relationship Summary).
Services Offered by Daniel
- Investment Management
- Retirement Planning
- Financial Planning
- Education Funding
- Estate & Legacy Planning
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