Daniel E. Milks

FIDUCIARY ORGANIZATION

Greenville, SC 29609

CRD#: 6435280

Professional summary

Daniel Erik Milks, CFP® is a registered financial advisor currently at FIDUCIARY ORGANIZATION, LLC located in Greenville, South Carolina.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Daniel has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

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 Milks is an Investment Adviser Representative and Managing Partner at Woodmark Wealth Management, LLC based in Greenville, South Carolina. This activity accounts for up to 10 hours per week during trading time and is investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Erik Milks'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: 2019

Experience

Current

June 15, 2023 - Present

FIDUCIARY ORGANIZATION, LLC

Office #1: 217 West Stone Ave, Greenville, SC 29609

RIA

CRD#: 325661

Greenville, SC

Past

July 7, 2022 - July 3, 2023

ONEASCENT FINANCIAL SERVICES LLC

RIA

CRD#: 284549

Greenville, SC

Past

February 14, 2019 - October 5, 2022

WOODMARK WEALTH MANAGEMENT, LLC

RIA

CRD#: 300178

Greenville, SC

Past

November 16, 2015 - July 3, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

GREENVILLE, SC

Past

November 16, 2015 - July 3, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

GREENVILLE, SC

Past

April 22, 2015 - November 24, 2015

WADDELL & REED

RIA

CRD#: 866

COLUMBIA, SC

Past

March 12, 2015 - November 24, 2015

WADDELL & REED

CRD#: 866

COLUMBIA, SC

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

North Carolina
(11/13/2024)

IAR

South Carolina
(6/15/2023)

IAR

Utah
(3/25/2025)

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 66

Date: 4/21/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/3/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/12/2015

General Securities Representative Examination

Current Firm

FIDUCIARY ORGANIZATION, LLC

CRD#: 325661 / SEC#:

North Carolina

Registered Investment Advisory firm - (10/23/2024 Approved)

South Carolina

Registered Investment Advisory firm - (5/24/2023 Approved)

Utah

Registered Investment Advisory firm - (3/25/2025 Approved)

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Contact information

Main Address

217 West Stone Ave, Greenville, SC 29609

Mailing Address

Phone number

(864) 704-5114

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	84
AUM (Assets Under Management)	$ 11,000,000

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 E. Milks

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FIDUCIARY ORGANIZATION, LLC

ONEASCENT FINANCIAL SERVICES LLC

WOODMARK WEALTH MANAGEMENT, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 4/21/2015

SIE

Date: 7/3/2018

Series 7

Date: 3/12/2015

Current Firm

FIDUCIARY ORGANIZATION, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIDUCIARY ORGANIZATION, LLC

TRUST BUT VERIFY

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