Danielle D. Goebel

IMBER WEALTH ADVISORS

Ann Arbor, MI 48103

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CRD#: 7601237

Professional summary

Danielle Denise Goebel, who also goes by Danielle D Douglas, Danielle D Hamernik, Danielle D Pickard, is a registered financial advisor currently at IMBER WEALTH ADVISORS located in Ann Arbor, Michigan.

Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Danielle has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Danielle D Douglas | Danielle D Hamernik | Danielle D Pickard

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) Citizen Advisory Group; Investment-related; 770 Commerce Dr., Perrysburg, OH 43551; Insurance sales, consulting, education; Associate Advisor; 08/14/2023; Approx.160 hours/month; Approx. 160 hours/month during trading hours; Insurance and financial services for clients. (2) Danielle Goebel Insurance Agent; Investment-related; 5810 Everwood Rd, Toledo, Ohio 43613; Insurance sales; Licensed Insurance Agent; 05/06/2022; Approx. 0 hours/month; Approx. 0 hours/month during trading hours; Sell fixed insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle Denise Goebel'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®

None

Experience

Current

February 5, 2025 - Present

IMBER WEALTH ADVISORS

Office #1: 955 W Eisenhower Cir Ste A, Ann Arbor, MI 48103

RIA

CRD#: 144846

Ann Arbor, MI

Past

January 3, 2024 - January 3, 2025

ADVISORY ALPHA, LLC

RIA

CRD#: 158282

Perrysburg, OH

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
(2/5/2025)

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: 10/18/2023

Uniform Investment Adviser Law Examination

Current Firm

IMBER WEALTH ADVISORS

IMBER FINANCIAL GROUP, LLC | LEGACY FINANCIAL SYSTEMS, INC. | IMBER WEALTH ADVISORS

CRD#: 144846 / SEC#:

Michigan

Registered Investment Advisory firm - (6/29/2009 Approved)

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Contact information

Main Address

955 W Eisenhower Cir Ste A, Ann Arbor, MI 48103

Mailing Address

Phone number

(734) 769-1719

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	471
AUM (Assets Under Management)	$ 70,575,660

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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Danielle D. Goebel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle Denise Goebel's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMBER WEALTH ADVISORS

ADVISORY ALPHA, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/18/2023

Current Firm

IMBER WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IMBER WEALTH ADVISORS

TRUST BUT VERIFY

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