Unclaimed Profile

Bart Patrick Daniel

ADVISORS ASSET MANAGEMENT, INC.·MONUMENT, Colorado

SIE, Series 7, Series 24, Series 63, Series 79TO, Series 99TOClean recordADVISORS ASSET MANAGEMENT, INC.

18925 BASE CAMP ROAD, MONUMENT, CO 80132CRD# 4263841Firm CRD# 46727

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bart Patrick Daniel · MONUMENT, CO

Registration

CRD #4263841 · ADVISORS ASSET MANAGEMENT, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 79TO

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADVISORS ASSET MANAGEMENT, INC.

CRD 46727 · SEC 801-62731

AUM

$3.9B

Regulatory assets under management

Employees

272

1,767 client accounts

Services offered by ADVISORS ASSET MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at ADVISORS ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Bart Patrick Daniel offer?

Bart Patrick Daniel specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MONUMENT, Colorado for a consultation.

What are Bart Patrick Daniel's credentials?

Bart Patrick Daniel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bart Patrick Daniel located?

Bart Patrick Daniel is based in MONUMENT, Colorado, working with ADVISORS ASSET MANAGEMENT, INC.. Their office serves clients in the MONUMENT metropolitan area and surrounding communities.

How does Bart Patrick Daniel charge for services?

Bart Patrick Daniel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVISORS ASSET MANAGEMENT, INC.?

ADVISORS ASSET MANAGEMENT, INC. has approximately 272 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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