Daniel R. Carlson

VERDARA PPP

Kiel, WI

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CRD#: 6024811

Professional summary

Daniel R Carlson is a registered financial advisor currently at VERDARA PPP LLC located in Kiel, Wisconsin.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Daniel has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

At a Glance

Always Fiduciary

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.

INSURANCE SALES ~ RIESTERER FINANCIAL SERVICES INC ~ LIFE, HEALTH, LTC, DI & FIXED ANNUITIES, INVESTMENT RELATED. APPT WITH VRIOUS COMPANIES. TIME DEVOTED 10 H OURS A WEEK. START DATE 2/2012. ST PETERS UCC CHURCH 424 FREMONT ST KIEL, WI 53042 TITLE: CONSISTORY MEMBER DUTIES: SERVE ON CHURCH BOARD & ATTEND MONTHLY MEETINGS AND DISCUSSIONS HOURS DEVOTED: 3, ZERO DURING SECURITY TRADING HOURS START DATE: 1/1/2016

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel R Carlson'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

July 20, 2026 - Present

VERDARA PPP LLC

RIA

CRD#: 339710

Kiel, WI

Past

September 30, 2022 - June 30, 2026

FARTHER

RIA

CRD#: 302050

Kiel, WI

Past

January 2, 2018 - October 4, 2022

PACKERLAND BROKERAGE SERVICES, INC.

RIA

CRD#: 37031

KIEL, WI

Past

March 26, 2012 - October 4, 2022

PACKERLAND BROKERAGE SERVICES, INC.

CRD#: 37031

KIEL, WI

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

Wisconsin
(7/20/2026)

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: 12/18/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/25/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/4/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/23/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VERDARA PPP LLC

VERDARA PPP LLC | VERDARA PPP, LLC

CRD#: 339710 / SEC#: 801-135251

RIA

Registered Investment Advisory firm - (1/26/2026 120-Day Approval)

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Contact information

Main Address

1600 E 8th Avenue A200, Tampa, FL 33605

Mailing Address

Phone number

(813) 395-9515

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- VERDARA PPP LLC (12/26/2025)

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. Carlson

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel R Carlson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARTHER

PACKERLAND BROKERAGE SERVICES, INC.

PACKERLAND BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/2017

Series 63

Date: 4/25/2012

Series 7TO

Date: 3/4/2019

SIE

Date: 10/1/2018

Series 6

Date: 3/23/2012

Current Firm

VERDARA PPP LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

VERDARA PPP LLC

TRUST BUT VERIFY

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