Daniel G. Hampel

PARCO WEALTH MANAGEMENT LLC

St Louis, MO

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CRD#: 7062972

Professional summary

Daniel Gary Hampel, who also goes by Daniel Gary Hampel, Daniel Hampel, is a registered financial advisor currently at PARCO WEALTH MANAGEMENT LLC located in St Louis, Missouri.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Daniel has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Gary Hampel | Daniel Hampel

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.

1.) PARCO, LLC; Insurance Agency; insurance sales; approx. 100 hours per month; similar clientele 2.) HAMPEL LLC. Tax; preparer; approx. 20 hours per month; similar clientele

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Gary Hampel'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

January 6, 2023 - Present

PARCO WEALTH MANAGEMENT LLC

RIA

CRD#: 306826

St Louis, MO

Past

June 30, 2021 - January 6, 2023

MARIPAU WEALTH MANAGEMENT LLC

RIA

CRD#: 311934

Saint Louis, MO

Past

June 26, 2020 - June 30, 2021

CORECAP ADVISORS

RIA

CRD#: 158819

St. Louis, MO

Past

January 17, 2019 - August 8, 2019

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

VALLEY PARK, MO

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".

PARCO WEALTH MANAGEMENT LLC

CRD#: 306826 / SEC#: 801-125736

RIA

Registered Investment Advisory firm - (5/26/2022 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

Missouri
(1/6/2023)

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: 12/29/2018

Uniform Investment Adviser Law Examination

Current Firm

PARCO WEALTH MANAGEMENT LLC

CRD#: 306826 / SEC#: 801-125736

RIA

Registered Investment Advisory firm - (5/26/2022 Approved)

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Contact information

Main Address

2000 Pennsylvania Avenue #7000, Washington, DC 20006

Mailing Address

Phone number

(833) 467-2726

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM DISCLOSURE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	174
AUM (Assets Under Management)	$ 12,891,437

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 G. Hampel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PARCO WEALTH MANAGEMENT LLC

MARIPAU WEALTH MANAGEMENT LLC

CORECAP ADVISORS

AE WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

PARCO WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/29/2018

Current Firm

PARCO WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARCO WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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