Unclaimed Profile

Daniel Marc Alberth

ATHENA ADVISOR SERVICES, LLC·DES PLAINES, Illinois

SIE, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65CFP20 years registeredATHENA ADVISOR SERVICES, LLC

680 LEE STREET, DES PLAINES, IL 60016CRD# 3005947Firm CRD# 150960

Profile Verification

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

Identity

Daniel Marc Alberth · DES PLAINES, IL

Registration

CRD #3005947 · ATHENA ADVISOR SERVICES, LLC · 20 years registered

Brand Profile

Not yet started

Career History

ATHENA ADVISOR SERVICES, LLC

Feb 2014 – present

ATHENA ADVISOR SERVICES, LLC

Jan 2013 – Dec 2014

DES PLAINES, IL

LPL FINANCIAL LLC

May 2011 – Aug 2013

BARRINGTON, IL

NFP SECURITIES, INC.

Oct 2005 – Apr 2011

NAPERVILLE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · October 19, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

2011Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ATHENA ADVISOR SERVICES, LLC

CRD 150960 · SEC 801-77522

AUM

$45M

Regulatory assets under management

Employees

507 client accounts

Services offered by ATHENA ADVISOR SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ATHENA ADVISOR SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Marc Alberth offer?

Daniel Marc Alberth specializes in Financial Planning, Investment Management. Contact their office in DES PLAINES, Illinois for a consultation.

What are Daniel Marc Alberth's credentials?

Daniel Marc Alberth holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel Marc Alberth located?

Daniel Marc Alberth is based in DES PLAINES, Illinois, working with ATHENA ADVISOR SERVICES, LLC. Their office serves clients in the DES PLAINES metropolitan area and surrounding communities.

How does Daniel Marc Alberth charge for services?

Daniel Marc Alberth's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATHENA ADVISOR SERVICES, LLC?

ATHENA ADVISOR SERVICES, LLC has approximately 5 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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