Daniel Mauser

TRU INDEPENDENCE ASSET MANAGEMENT 2

LA JOLLA, CA 92037

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CRD#: 6422247

Professional summary

Daniel Mauser, who also goes by Daniel Mauser Kassel, is a registered financial advisor currently at TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC located in La Jolla, California.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Daniel has worked at 3 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Mauser Kassel

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 Daniel Mauser'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

August 30, 2021 - Present

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

Office #1: 7596 Eads Ave Suite 111, La Jolla, CA 92037

RIA

CRD#: 309098

LA JOLLA, CA

Past

November 28, 2016 - August 30, 2021

IPG INVESTMENT ADVISORS, LLC

RIA

CRD#: 152990

LA JOLLA, CA

Past

January 12, 2015 - August 30, 2021

INVESTMENT PLACEMENT GROUP

CRD#: 14458

SAN DIEGO, 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".

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

CRD#: 309098 / SEC#: 801-118810

RIA

Registered Investment Advisory firm - (5/27/2020 Approved)

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
(8/30/2021)

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

Series 63

Date: 12/19/2019

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/27/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/12/2015

General Securities Representative Examination

Current Firm

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

CRD#: 309098 / SEC#: 801-118810

RIA

Registered Investment Advisory firm - (5/27/2020 Approved)

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Contact information

Main Address

15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224

Mailing Address

Phone number

(971) 371-3444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RELY WEALTH PARTNERS DISCLOSURE BROCHURE (2/11/2025)

TIAM2 DISCLOSURE BROCHURE (2/11/2025)

MERIT WEALTH MANAGEMENT DISCLOSURE BROCHURE (2/11/2025)

Regulatory assets under management

Total Number of Accounts	264
AUM (Assets Under Management)	$ 217,056,008

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

Daniel Mauser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

IPG INVESTMENT ADVISORS, LLC

INVESTMENT PLACEMENT GROUP

Primary Firm SEC Registration

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/19/2019

Series 66

Date: 7/27/2015

SIE

Date: 10/1/2018

Series 7

Date: 1/12/2015

Current Firm

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

TRUST BUT VERIFY

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