Daniel Alexander Perkins
CFP®Professional Summary
Daniel Alexander Perkins, CFP®, who also goes by Alex Perkins, is a registered financial advisor currently at PERKINS WEALTH ADVANTAGE located in Fishers, Indiana. 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 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Investment Management
- Retirement Planning
- Education Funding
- Estate & Legacy Planning
- Tax Planning
Biography
Alex Perkins, CFP® founded Perkins Wealth Advantage to help others align their money with their values for the purpose of making a lifetime of smart decisions with their resources. Alex has always been on the right side of the financial industry -- prior to Perkins Wealth Advantage, he was an advisor at two other fee-only firms in Indianapolis. He has an engineering degree from Purdue University in West Lafayette, Indiana. He is an active member...
Other Aliases
Alex Perkins
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
PERKINS WEALTH ADVANTAGE | PERKINS WEALTH ADVANTAGE LLC
Contact Information
Main Address
Fishers, INPhone Number
(317) 296-5535# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
309AUM (Assets Under Management)
$101,251,650Similar Advisors
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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.
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State Registrations and Notice Filings
(4/18/2022)
(5/9/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Alexander Perkins's CRS (Customer Relationship Summary).
Services Offered by Daniel
- Financial Planning
- Investment Management
- Retirement Planning
- Education Funding
- Estate & Legacy Planning
- Tax Planning
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