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DW

Daniel J. Witherspoon

LIFEWISE WEALTH ADVISORS
CHAMPAIGN, IL 61822
Some features on this profile are disabled
CRD#: 7378298
DW
Daniel Joseph WitherspoonLIFEWISE WEALTH ADVISORS

Professional summary

Daniel Joseph Witherspoon is a registered financial advisor currently at LIFEWISE WEALTH ADVISORS located in Champaign, Illinois.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Daniel has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

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.
(1)Name of Business: Busey Investment Services Address: 201 W Main St, Urbana, IL, 61801-2621, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/17/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Joseph Witherspoon'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

July 27, 2026 - Present

LIFEWISE WEALTH ADVISORS

Office #1: 2911 Crossing Court Suite 102, Champaign, IL 61822
RIA
CRD#: 341748
CHAMPAIGN, IL
Past

January 19, 2022 - March 19, 2026

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Urbana, IL
Past

November 2, 2021 - March 19, 2026

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
URBANA, IL

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
Illinois
(7/27/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/18/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/2/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/13/2021
Securities Industry Essentials Examination

Current Firm

LW
LIFEWISE WEALTH ADVISORS
CENTRAL ILLINOIS GROUP, LLC | LIFEWISE WEALTH ADVISORS

CRD#: 341748 / SEC#: 801-136469

RIA
Registered Investment Advisory firm - (6/18/2026 120-Day Approval)
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Contact information

Main Address
2911 Crossing Court Suite 102, Champaign, IL 61822
Mailing Address
Phone number
(217) 351-8755
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LIFEWISE WEALTH ADVISORS ADV PART 2A 05-12-2026 (5/12/2026)
0

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.

Company Information

LIFEWISE WEALTH ADVISORS

CRD#: 341748Champaign, IL 61822

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