Daniel A. Perkins

PERKINS WEALTH ADVANTAGE

Fishers, IN

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CRD#: 6489886

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.

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 of the Rotary Club of Fishers, the Estate Planning Council of Indianapolis, the Financial Planning Association of Indianapolis, and enjoys regular visits back to Purdue to speak to graduating seniors on personal finance basics.

Alex is married to Kaycee and they have three very active children, Parker, Remi & Millie. They enjoy spending time serving their community, playing sports, and visiting the donut shops in their area.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Investment Planning

Retirement Planning

Education Planning

Inheritance

Retirement Income Management

Tax Planning

Estate Planning

Do you have an area of expertise or specialization?

Business Owners

Charitable Giving

Estate & Generational Planning...

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Planning & Distribu...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Alex Perkins

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 Alexander Perkins'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: 2016

Experience

Current

April 18, 2022 - Present

PERKINS WEALTH ADVANTAGE

RIA

CRD#: 318671

Fishers, IN

Past

January 3, 2018 - June 1, 2022

WEALTHPOINT ADVISORS LLC

RIA

CRD#: 151723

INDIANAPOLIS, IN

Past

March 29, 2017 - December 31, 2017

WEALTHPOINT ADVISORS LLC

RIA

CRD#: 151723

INDIANAPOLIS, IN

Past

June 4, 2015 - June 14, 2017

BUCKINGHAM STRATEGIC WEALTH, LLC

RIA

CRD#: 143323

INDIANAPOLIS, IN

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

Indiana
(4/18/2022)

IAR

Texas
(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

State Security Law Exam

IAR

Series 65

Date: 6/4/2015

Uniform Investment Adviser Law Examination

Current Firm

PERKINS WEALTH ADVANTAGE

PERKINS WEALTH ADVANTAGE | PERKINS WEALTH ADVANTAGE LLC

CRD#: 318671 / SEC#:

Indiana

Registered Investment Advisory firm - (4/18/2022 Approved)

Texas

Registered Investment Advisory firm - (4/21/2022 Conditional Restricted)

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Contact information

Main Address

Fishers, IN

Mailing Address

Phone number

(317) 296-5535

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	265
AUM (Assets Under Management)	$ 64,867,391

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 A. Perkins

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PERKINS WEALTH ADVANTAGE

WEALTHPOINT ADVISORS LLC

WEALTHPOINT ADVISORS LLC

BUCKINGHAM STRATEGIC WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/4/2015

Current Firm

PERKINS WEALTH ADVANTAGE

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PERKINS WEALTH ADVANTAGE

TRUST BUT VERIFY

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