Daniel Ray Knelson
Professional Summary
Daniel Ray Knelson, who also goes by Daniel Knelson, Danny Ray Knelson, is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Franklin, Tennessee. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Daniel has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel Knelson, Danny Ray Knelson
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
Years of Experience
3 years in the financial services industry
Current & Past Employments
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
Current Firm
C&N WEALTH MANAGEMENT | MACH 1 FINANCIAL GROUP | IAMS WEALTH MANAGEMENT | FUSION INVESTMENT ADVISORS, LLC | FUSION INVESTMENT ADVISORS LLC | FUSION INVESTMENT ADVISORS | FUSION CAPITAL MANAGEMENT | ELITE INVESTMENT TEAM LLC | COPPELL ADVISORY SOLUTIONS, LLC | COPPELL ADVISORY SOLUTIONS LLC
Contact Information
Main Address
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019Phone Number
(817) 888-8020# of Employees
87SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
8,848AUM (Assets Under Management)
$1,102,901,302Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
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.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
Primary Firm SEC Registration
C&N WEALTH MANAGEMENT | MACH 1 FINANCIAL GROUP | IAMS WEALTH MANAGEMENT | FUSION INVESTMENT ADVISORS, LLC | FUSION INVESTMENT ADVISORS LLC | FUSION INVESTMENT ADVISORS | FUSION CAPITAL MANAGEMENT | ELITE INVESTMENT TEAM LLC | COPPELL ADVISORY SOLUTIONS, LLC | COPPELL ADVISORY SOLUTIONS LLC
State Registrations and Notice Filings
(6/6/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Ray Knelson's CRS (Customer Relationship Summary).
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
TRUIST ADVISORY SERVICES, INC.
