Daniel Dean Ross

Employer firm

Liberty Wealth Management, LLC CRD 286001

$1.73B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 03/1996 → Present
  Daniel D. Ross, Cpa A Professional Corporation.
  Gold River, CA
• 06/2008 → 08/2020
  Liberty Group, Llc
  Oakland, CA
• 01/2005 → 12/2016
  Granite Bay Asset Management
  Roseville, CA
• 08/2020 → 09/2024
  Ae Financial Services, Llc
  Topeka, KS
• 05/2018 → Present
  Liberty Wealth Management, Llc
  Sacramento, CA
• 11/2000 → 06/2024
  Lifetime Planning Marketing, Inc.
  Oakland, CA
• 03/1996 → Present
  Dan Ross Cpa Apc
  Sacramento, CA

Previous Registrations

• 2008-06-18 → 2018-10-10
  Liberty Group, Llc
  Oakland, CA
  Oakland, CA
  Roseville, CA
• 2007-07-20 → 2008-06-13
  1St Global Advisors Inc
  Gold River, CA
• 2000-01-19 → 2003-01-28
  Avantax Advisory Services
  Gold River, CA

Other Businesses

Name of outside business or organization: Dan Ross CPA APC Address: 2404 Professional Drive, Roseville, CA Title: President (CPA/PFS, CFP) Description of outside business or organization: CPA Firm Description of duties or responsibilities: Investment related. Providing tax advice and accounting services to individuals and businesses Start date: 03/1996 Hours devoted to OBA monthly: 5 during trading hrs. / 0 during non-trading hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-03
• S63 Uniform Securities Agent State Law Examination
  1998-12-22

Designations

• Certified Financial Planner

Other Names

• Daniel Dean Ross