Daniel Thomas Wilkes

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2016 → 02/2019
  Communityamerica Credit Union
  Lee's Summit, MO
• 08/2016 → 11/2016
  Unemployed
  Independence, MO
• 02/2019 → 09/2024
  Copper Financial Network Llc
  Lenexa, KS
• 09/2024 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2018-11-26 → 2024-09-23
  Copper Financial
  Lenexa, KS
  Lenexa, KS
  Kansas City, MO
  Pleasant Valley, MO
  Kansas City, MO
  Lenexa, KS
  Kansas City, MO
  Lenexa, KS

Exams

• S66 Uniform Combined State Law Examination
  2018-11-26