Daniel Lee

Current Employers

Employment History

• 08/2016 → 09/2016
  Brothers Financial Group
  Denver, CO
• 10/2016 → 06/2018
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 06/2018 → 03/2019
  Schwab Private Client Investment Advisory
  Lone Tree, CO
• 03/2019 → 09/2020
  Jenkins Wealth
  Englewood, CO
• 10/2020 → 11/2021
  Modern Millennial Wealth Llc
  Denver, CO
• 11/2021 → 02/2025
  Market Guard / Jenkins Wealth
  Englewood, CO
• 02/2025 → Present
  Mariner Wealth
  Overland Park, KS

Previous Registrations

• 2021-11-30 → 2025-03-19
  Jenkins Wealth
  Englewood, CO
• 2021-01-12 → 2021-11-23
  Modern Millennial Wealth Llc
  Denver, CO
• 2020-10-22 → 2020-10-28
  Jenkins Wealth
  Englewood, CO
• 2018-06-26 → 2019-04-02
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO
• 2017-03-13 → 2018-06-26
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Other Businesses

*NOT INVESTMENT RELATED NAME: COLORADO FINANCIAL PLANNING ASSOCIATION NATURE OF OTHER BUSINESS: BOARD VOLUNTEER FOR COFPA (NON PROFIT) ADDRESS: NA/REMOTE _________ POSITION/DUTIES/TITLE -Director of Next Generation - supporting and enhancing the careers of the next generation of planners while helping shape the direction and impact of the financial planning profession. -Director of Career Development - We focus on serving FPA members who want to transition their careers, whether entering, developing, expanding, or selling their business. We field calls and emails from members and work to connect them with the right resources and people. ________ Start Date: 1/1/2024-Present Apx hours per month total: 5hr Apx hours per month during business hours: 3hr-5hr

Exams

• S66 Uniform Combined State Law Examination
  2017-03-13
• S63 Uniform Securities Agent State Law Examination
  2016-05-19

Designations

Other Names

• Daniel Lee
• Danny Lee