Daniel Teibel

KRILOGY

St. Louis, MO 63141

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CRD#: 7312708

Professional summary

Daniel Teibel, who also goes by Danny Teibel, is a registered financial advisor currently at KRILOGY located in St. Louis, Missouri and SAXONY SECURITIES, INC. located in St. Louis, Missouri.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Daniel has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Danny Teibel

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.) Krilogy- DBA for Investment Advisory and securities-related Business- Investment Related 2.) Krilogy- OBA for Investment Advisory Business- Investment Related 3.) Insurance Sales- OBA for Life Insurance and other Insurance products- Not Investment Related 4.) Saxony Securities, Inc; investment related; 275 N Lindbergh Blvd Suite 20 St. Louis, MO 63141; 7/1/2024; 5-10 hours; 5-10 hours; independent contractor providing variable annuity based brokerage services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Teibel'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

September 8, 2023 - Present

KRILOGY

Office #1: 275 N. Lindbergh Ste. 20, St. Louis, MO 63141

RIA

CRD#: 149046

St. Louis, MO

Current

July 1, 2024 - Present

SAXONY SECURITIES, INC.

Office #1: 275 N. Lindbergh Suite 20, St. Louis, MO 63141

CRD#: 115547

St. Louis, MO

Past

August 24, 2021 - September 26, 2023

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Saint Charles, MO

Past

February 6, 2021 - September 26, 2023

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

SAINT CHARLES, 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".

KRILOGY

CRD#: 149046 / SEC#: 801-69838

RIA

Registered Investment Advisory firm - (1/12/2009 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Missouri
(9/8/2023)

Missouri
(7/15/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/18/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/23/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/6/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/17/2020

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

KRILOGY

CRD#: 149046 / SEC#: 801-69838

RIA

Registered Investment Advisory firm - (1/12/2009 Approved)

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Contact information

Main Address

275 N. Lindbergh Ste. 20, St. Louis, MO 63141

Mailing Address

Phone number

(314) 884-2800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (3/31/2025)

KRILOGY FINANCIAL, LLC CLIENT BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	10,780
AUM (Assets Under Management)	$ 4,954,332,013

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/13/2025	Cover Page	Report
02/27/2025	Cover Page	Report
10/12/2023	Cover Page	Report
01/03/2023	Cover Page	Report

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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Firm Stability Insights

Daniel Teibel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SAXONY SECURITIES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

KRILOGY

State Registrations and Notice Filings

Exams

Series 65

Date: 8/18/2021

Series 63

Date: 6/23/2021

Series 7TO

Date: 2/6/2021

SIE

Date: 11/17/2020

FINRA

Current Firm

KRILOGY

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KRILOGY

TRUST BUT VERIFY

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