Daniel Clayton Garner

Employer firm

Presper Financial Architects, LLC CRD 297538

$363M regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 03/2017
  Millennial Group
  Akron, OH
• 06/2016 → 08/2018
  Cetera Advisors Llc
  Denver, CO
• 02/2017 → Present
  Passport To Retirement
  Akron, OH
• 03/2017 → Present
  Presper Financial Architects, Llc
  Akron, OH

Previous Registrations

• 2016-08-24 → 2018-08-31
  Cetera Advisors Llc
  Akron, OH

Other Businesses

NAME OF OTHER BUSINESS: PASSPORT TO RETIREMENT (OFFERED BY EMERALD) INVESTMENT RELATED: NO ADDRESS: AKRON OH AREA NATURE OF BUSINESS: TEACHING RETIREMENT SEMINARS START DATE: 2/2017 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: PRESENTER BRIEF DESCRIPTION OF DUTIES: TEACHING RETIREMENT CLASSES NAME OF OTHER BUSINESS: LIFE INSURANCE SALES INVESTMENT RELATED: NO ADDRESS: AKRON OH AREA NATURE OF BUSINESS: LIFE INSURANCE, ANNUITY AND LONG-TERM CARE SALES START DATE: 6/2026 APX NUMBER OF HOURS PER MONTH: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: AGENT BRIEF DESCRIPTION OF DUTIES: LIFE INSURANCE, ANNUITY AND LONG-TERM CARE SALES RECOMMENDED AS PART OF OVERALL FINANCIAL PLANNING PROCESS FOR AN RIA CLIENT

Exams

• S66 Uniform Combined State Law Examination
  2016-08-23