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Daniel Steven Flack

Intrinsic Value Partners, LLC

Phoenix, AZ

CRD 4699388

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Employer firm

Intrinsic Value Partners, LLC CRD 165214

$221M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Intrinsic Value Partners, Llc

4742 N 24Th Street Suite 300, Phoenix, AZ 85016 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-01-13
AZ RA APPROVED 2012-12-14
  • TX RA
    APPROVED
    Since 2015-01-13
  • AZ RA
    APPROVED
    Since 2012-12-14

Branch Locations

4742 N 24Th Street Suite 300, Phoenix, AZ 85016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Intrinsic Value Partners Phoenix AZ 11/2012 Present
  • 11/2012 → Present
    Intrinsic Value Partners
    Phoenix, AZ
Previous Registrations
  • 2003-10-14 → 2012-12-12
    Pacwest Financial Management Inc
    Phoenix, AZ
Other Businesses

Daniel Flack (do not have a company name or DBA Name), not investment-related, 2741 E. Bighorn Ave. Phoenix, AZ 85048, Ebay re-selling business, Owner, Oct. 2019, 32 hrs/ month, 5 hrs/ month during trading hours, obtaining and selling items for re-sale on Ebay and packing and shipping those items

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-10-10
  • S65 Uniform Investment Adviser Law Examination
    2003-10-10
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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