Daryl F. Varney

LOTIC FINANCIAL PLANNING

NAPERVILLE, IL

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CRD#: 8241266

Professional summary

Daryl Farley Varney, who also goes by Daryl Lynn Farley, Daryl Varney, is a registered financial advisor currently at LOTIC FINANCIAL PLANNING LLC located in Naperville, Illinois.

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

At a Glance

Always Fiduciary

Aliases

Daryl Lynn Farley | Daryl Varney

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 Daryl Farley Varney'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

June 29, 2026 - Present

LOTIC FINANCIAL PLANNING LLC

RIA

CRD#: 340561

NAPERVILLE, 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
(6/29/2026)

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Exams

State Security Law Exam

IAR

Series 65

Date: 1/14/2026

Uniform Investment Adviser Law Examination

Current Firm

LOTIC FINANCIAL PLANNING LLC

CRD#: 340561 / SEC#:

Illinois

Registered Investment Advisory firm - (6/29/2026 Approved)

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Contact information

Main Address

Naperville, IL

Mailing Address

Phone number

(630) 332-5250

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Daryl F. Varney

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daryl Farley Varney's CRS (Customer Relationship Summary).

Certified licenses

Experience

LOTIC FINANCIAL PLANNING LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/14/2026

Current Firm

LOTIC FINANCIAL PLANNING LLC

Contact information

Documents

Red Flags

Company Information

LOTIC FINANCIAL PLANNING LLC

TRUST BUT VERIFY

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