Daniel R. Slagle

EQUAL VOICES WEALTH

MINNEAPOLIS, MN 55401

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CRD#: 5807399

Professional summary

Daniel Robert Slagle, CFP®, who also goes by Daniel Slagle, is a registered financial advisor currently at EQUAL VOICES WEALTH LLC located in Minneapolis, Minnesota.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Daniel has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Paid By: Fixed / Negotiated Fee

Paid By: Retainer

Serves: Business Owners & Entrepreneurs

Services Offered

Investment Management

Financial Planning

Cashflow & Budgeting

Business Services

Retirement Planning

Tax Planning

Education Funding

Specializations

Financial Therapy

ESG & Impact Investing

Aliases

Daniel Slagle

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 Slagle is currently working for Fruitful, an online bank that focuses on financial wellness. Daniel does not have custody or control of the organization's or Fruitful's client's funds. There appears to be no conflict of interest that exists with this work. This activity accounts for up to 45% of his time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Robert Slagle'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

July 29, 2019 - Present

EQUAL VOICES WEALTH LLC

Office #1: 121 Washington Ave. N 2nd Floor, Minneapolis, MN 55401

RIA

CRD#: 304113

MINNEAPOLIS, MN

Past

January 8, 2018 - May 17, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Portland, OR

Past

January 8, 2018 - May 17, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Portland, OR

Past

December 9, 2013 - December 21, 2017

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BLOOMINGTON, MN

Past

May 24, 2013 - December 21, 2017

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BLOOMINGTON, MN

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

California
(1/11/2021)

IAR

Minnesota
(7/29/2019)

IAR

New York
(2/15/2022)

IAR

Oregon
(9/9/2022)

IAR

Texas
(5/29/2024)

IAR

Washington
(6/5/2024)

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

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 8/29/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 5/23/2013

General Securities Representative Examination

Current Firm

EQUAL VOICES WEALTH LLC

EQUAL VOICES WEALTH | FYOOZ FINANCIAL PLANNING LLC | FYOOZ FINANCIAL PLANNING | EQUAL VOICES WEALTH LLC

CRD#: 304113 / SEC#:

California

Registered Investment Advisory firm - (1/1/2021 Approved)

Minnesota

Registered Investment Advisory firm - (7/29/2019 Approved)

New York

Registered Investment Advisory firm - (2/15/2022 Approved)

Oregon

Registered Investment Advisory firm - (9/9/2022 Approved)

Texas

Registered Investment Advisory firm - (4/20/2024 Conditional Restricted)

Washington

Registered Investment Advisory firm - (6/5/2024 Approved)

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Contact information

Main Address

121 Washington Ave. N 2nd Floor, Minneapolis, MN 55401

Mailing Address

Phone number

(507) 696-4496

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	321
AUM (Assets Under Management)	$ 59,037,361

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 R. Slagle

Professional summary

At a Glance

Services Offered

Specializations

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Robert Slagle's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUAL VOICES WEALTH LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Passed: 8/29/2013

SIE

Passed: 10/1/2018

Series 7

Passed: 5/23/2013

Current Firm

EQUAL VOICES WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EQUAL VOICES WEALTH LLC

TRUST BUT VERIFY

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