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DF

Daniel E. Flynn

ASSET CONSULTING GROUP
Clayton, MO 63105
Some features on this profile are disabled
CRD#: 7515656
DF

Professional summary

Daniel Eugene Flynn is a registered financial advisor currently at ASSET CONSULTING GROUP, LLC located in Clayton, Missouri.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Daniel has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Eugene Flynn'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

March 14, 2022 - Present

ASSET CONSULTING GROUP, LLC

Office #1: 231 South Bemiston Avenue 14th Floor, Clayton, MO 63105
RIA
CRD#: 107574
Clayton, 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".
AC
ASSET CONSULTING GROUP, LLC
ASSET CONSULTING GROUP INC | GUGGENHEIM PARTNERS | ASSET CONSULTING GROUP, LLC | ASSET CONSULTING GROUP, INC.

CRD#: 107574 / SEC#: 801-39372

RIA
Registered Investment Advisory firm - (6/20/1991 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
Michigan
(3/14/2022)
IAR
Missouri
(3/14/2022)

Exams

Current Firm

AC
ASSET CONSULTING GROUP, LLC
ASSET CONSULTING GROUP INC | GUGGENHEIM PARTNERS | ASSET CONSULTING GROUP, LLC | ASSET CONSULTING GROUP, INC.

CRD#: 107574 / SEC#: 801-39372

RIA
Registered Investment Advisory firm - (6/20/1991 Approved)
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Contact information

Main Address
231 South Bemiston Avenue 14th Floor, Clayton, MO 63105
Mailing Address
Phone number
(314) 862-4848
Established
Firm type
Fiscal year end
# of Employees
50

SEC notice filing (5 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ASSET CONSULTING GROUP, LLC (7/14/2025)

Regulatory assets under management

Total Number of Accounts22
AUM (Assets Under Management)$ 781,677,701

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/11/2025
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.

Company Information

ASSET CONSULTING GROUP, LLC

CRD#: 107574Clayton, MO 63105

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