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Daniel Michael Swantek

Coppell Advisory Solutions LLC

Omaha, NE

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Current Employers
Coppell Advisory Solutions Llc

9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2019-08-30
  • NE RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2019-08-30

Branch Locations

11921 Shirley St., Omaha, NE 68144 • 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
Oracle Insurance Omaha NE 12/2012 Present
Sandhill Retirement Solutions Omaha NE 04/2014 Present
Autism Center Of Nebraska Omaha NE 04/2011 Present
One-Touch Marketing Omaha NE 05/2014 Present
Ameritas Investment Corp Lincoln NE 07/2015 Present
Ameritas Life Insurance Corp Lincoln NE 05/2015 Present
Fusion Capital Management Dallas TX 08/2019 Present
  • 12/2012 → Present
    Oracle Insurance
    Omaha, NE
  • 04/2014 → Present
    Sandhill Retirement Solutions
    Omaha, NE
  • 04/2011 → Present
    Autism Center Of Nebraska
    Omaha, NE
  • 05/2014 → Present
    One-Touch Marketing
    Omaha, NE
  • 07/2015 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 05/2015 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 08/2019 → Present
    Fusion Capital Management
    Dallas, TX
Other Businesses

SANDHILL RETIREMENT SOLUTIONS; SAME AS BRANCH; INV REL; DISTRIBUTION OF FINANCIAL PRODUCTS AND SERVICES; NATIONAL DIRECTOR OF SALES; START DATE=02/01/2014; HRS/MO=240; TRADING HRS/MO=160; OVERSEE THE MARKETING AND SALES GROWTH, ALSO PROSPECT FOR CLIENTELE*ONE-TOUCH MARKETING; SAME AS BRANCH; NON-INV REL; MARKET FOR LIFE AGENTS TO ACQUIRE PRESET APPTS FOR A FEE; PARTNER; START DATE=05/01/2014; HRS/MO=3; TRADING HRS/MO=0; CONSULTANT*ORACLE INSURANCE; 9840 S 168TH AVE STE 3 OMAHA, NE 68135; INV REL; AUTO, HOME, LIFE INSURANCE; PROPERTY AND CASUALTY INSURANCE AGENT; START DATE=11/01/2012; HRS/MO=1; TRADING HRS/MO=1; INDEPENDENT INSURANCE AGENT IN THE PROPERTY AND CASUALTY SPACE*AUTISM CENTER OF NEBRASKA; SAME AS RESIDENCE; NON-INV REL; CAREGIVER FOR A [REDACTED]INDIVIDUAL THAT RESIDES IN MY HOME; EXTENDED FAMILY HOME PROVIDER; START DATE=04/01/2011; HRS/MO=100; TRADING HRS/MO=5; CARE FOR INDIVIDUAL WITH DISABILITIES*

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-24
  • S65 Uniform Investment Adviser Law Examination
    2019-07-24
Other Names
  • Dan Swantek

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