Danielle N. Beasley

BERKELEY,

Boise, ID 83703

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CRD#: 6159463

Professional summary

Danielle Nicole Beasley, who also goes by Danielle Nicole Beasley, Dani Beasley, Danielle Beasley, is a registered financial advisor currently at BERKELEY, INC located in Boise, Idaho.

Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Danielle has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Danielle Nicole Beasley | Dani Beasley | Danielle Beasley

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle Nicole Beasley's CRS (Customer Relationship Summary).

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

December 10, 2025 - Present

BERKELEY, INC

Office #1: 3778 Plantation River Drive Suite 102, Boise, ID 83703

RIA

CRD#: 117667

Boise, ID

Past

April 16, 2025 - September 12, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

MINNEAPOLIS, MN

Past

August 12, 2024 - April 11, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

SANTA ROSA, CA

Past

August 9, 2024 - April 11, 2025

LPL FINANCIAL LLC

CRD#: 6413

SANTA ROSA, CA

Past

October 18, 2023 - September 18, 2024

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

SANTA ROSA, CA

Past

October 7, 2022 - September 18, 2024

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

SANTA ROSA, CA

Past

October 27, 2014 - June 17, 2021

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

SANTA ROSA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BERKELEY, INC

CRD#: 117667 / SEC#: 801-62959

RIA

Registered Investment Advisory firm - (3/30/2004 Approved)

Idaho

Registered Investment Advisory firm - (3/30/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Idaho
(12/10/2025)

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 65

Date: 10/11/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/7/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/27/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BERKELEY, INC

CRD#: 117667 / SEC#: 801-62959

RIA

Registered Investment Advisory firm - (3/30/2004 Approved)

Idaho

Registered Investment Advisory firm - (3/30/2004 Terminated)

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Contact information

Main Address

3778 Plantation River Drive Suite 102, Boise, ID 83703

Mailing Address

Phone number

(208) 853-6980

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BERKELEY, INC FORM ADV PART 2A (3/10/2025)

Regulatory assets under management

Total Number of Accounts	761
AUM (Assets Under Management)	$ 595,858,211

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

Danielle N. Beasley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle Nicole Beasley's CRS (Customer Relationship Summary).

Certified licenses

Experience

THRIVENT INVESTMENT MANAGEMENT INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

Primary Firm SEC Registration

BERKELEY, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/11/2023

Series 63

Date: 1/7/2015

SIE

Date: 10/1/2018

Series 6

Date: 10/27/2014

Current Firm

BERKELEY, INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BERKELEY, INC

TRUST BUT VERIFY

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