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DK

Daniel J. Kibert

TK^2 ADVISERS
Houston, TX 77008
Some features on this profile are disabled
CRD#: 5333749
DK

Professional summary

Daniel Joseph Kibert is a registered financial advisor currently at TK^2 ADVISERS located in Houston, Texas.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Daniel has worked at 3 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams.

top-8-questions

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 KIBERT SELLS LIFE INSURANCE PRODUCTS AND RECEIVES COMMISSIONS BASED ON PREMIUM AMOUNTS.

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CRS (Client Relationship Summary) - RIA

Click below to view Daniel Joseph Kibert'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

January 30, 2018 - Present

TK^2 ADVISERS

Office #1: 943 Alexander, Houston, TX 77008
RIA
CRD#: 170075
Houston, TX
Past

October 24, 2017 - December 31, 2017

TK^2 ADVISERS

RIA
CRD#: 170075
HOUSTON, TX
Past

May 23, 2014 - December 31, 2015

TK^2 ADVISERS

RIA
CRD#: 170075
HOUSTON, TX
Past

August 18, 2010 - March 19, 2012

LEAFHOUSE FINANCIAL ADVISORS, LLC

RIA
CRD#: 149694
AUSTIN, TX
Past

May 15, 2007 - December 31, 2008

401(K) INVESTMENT SERVICES, INC.

BD
CRD#: 31150
AUSTIN, TX

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
Texas
(1/30/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/29/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/19/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/31/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/23/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/14/2007
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TA
TK^2 ADVISERS
KIBERT, DANIEL JOSEPH | TK^2 ADVISERS | TK2 ADVISERS LLC

CRD#: 170075 / SEC#:

Texas
Registered Investment Advisory firm - (1/30/2018 Approved)
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Contact information

Main Address
943 Alexander, Houston, TX 77008
Mailing Address
Phone number
(713) 857-6790
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

TK^2 ADVISERS

CRD#: 170075Houston, TX 77008

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