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Daniel Sargis

SERVANT'S HEART FINANCIAL PLANNING
PALOS PARK, IL
CRD#: 8131331
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DS
Daniel SargisSERVANT'S HEART FINANCIAL PLANNING

Professional summary

Daniel Sargis is a registered financial advisor currently at SERVANT'S HEART FINANCIAL PLANNING located in Palos Park, Illinois.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Daniel has worked at 1 firm and has passed the Series 65 and SIE exams.

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 Sargis'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

March 12, 2026 - Present

SERVANT'S HEART FINANCIAL PLANNING

RIA
CRD#: 337719
PALOS PARK, 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
(3/12/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/13/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/1/2024
Securities Industry Essentials Examination

Current Firm

SH
SERVANT'S HEART FINANCIAL PLANNING
SERVANT'S HEART FINANCIAL PLANNING | SERVANT'S HEART FINANCIAL PLANNING, LLC

CRD#: 337719 / SEC#:

Illinois
Registered Investment Advisory firm - (3/12/2026 Approved)
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Contact information

Main Address
Palos Park, IL
Mailing Address
Phone number
(708) 224-3189
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
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

SERVANT'S HEART FINANCIAL PLANNING

CRD#: 337719Palos Park, IL

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