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Daniel Kenneth Barnowsky

STATERA WEALTH MANAGEMENT
ST. GEORGE, UT
·CRD# 8213467·1 year experience

Professional Summary

Daniel Kenneth Barnowsky, who also goes by Daniel Barnowsky, is a registered financial advisor currently at STATERA WEALTH MANAGEMENT located in St. George, Utah. 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 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Daniel Barnowsky

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

STATERA WEALTH MANAGEMENT·CRD# 333710
RIA
912 W. 1600 S. St. B201, St. George, UT 84770
February 27, 2026 - Present

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Current Firm

SW
STATERA WEALTH MANAGEMENT

REACH WEALTH MANAGEMENT LLC | STATERA WEALTH MANAGEMENT

CRD#: 333710 / SEC#: 801-131955
RIA
Registered Investment Advisory firm - SEC (2/10/2025 Approved)

Contact Information

Main Address

912 W. 1600 S. St. B201, St. George, UT 84770

Phone Number

(435) 673-6350

# of Employees

8

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (5/5/2026)

Regulatory Assets Under Management

Total Number of Accounts

672

AUM (Assets Under Management)

$184,663,817

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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.

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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".
SW
STATERA WEALTH MANAGEMENT

REACH WEALTH MANAGEMENT LLC | STATERA WEALTH MANAGEMENT

CRD#: 333710 / SEC#: 801-131955
RIA
Registered Investment Advisory firm - SEC (2/10/2025 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.
IAR
Utah
(2/27/2026)

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.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2025About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Daniel Kenneth Barnowsky's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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DB
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