Daniel K Palmer

Current Employers

Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2026-01-15

IN RA
APPROVED

Since 2026-01-15

Branch Locations

9614 Lima Rd., Suite 101, Fort Wayne, IN 46818 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Creative Planning Institutional Advisors, Llc

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2023-12-20

IN RA
APPROVED

Since 2023-12-20

Branch Locations

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Fort Wayne, IN • 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

Organization	City	State	From	To
Royal Alliance Associates	Fort Wayne	IN	10/2010	02/2018
Rehmann Financial	Fort Wayne	IN	10/2010	02/2018
Rehmann Financial Network, Llc	Lansing	MI	01/2017	02/2018
Commonwealth Financial Network	Waltham	MA	02/2018	01/2024
Creative Planning Institutional Advisors, Llc	Newport Beach	CA	12/2023	Present
Cetera Wealth Services, Llc	El Segundo	CA	01/2024	11/2025
Palmer Retirement Consulting	Fort Wayne	IN	01/2016	12/2024
Creative Planning, Llc	Fort Wayne	IN	01/2026	Present

10/2010 → 02/2018

Royal Alliance Associates

Fort Wayne, IN
10/2010 → 02/2018

Rehmann Financial

Fort Wayne, IN
01/2017 → 02/2018

Rehmann Financial Network, Llc

Lansing, MI
02/2018 → 01/2024

Commonwealth Financial Network

Waltham, MA
12/2023 → Present

Creative Planning Institutional Advisors, Llc

Newport Beach, CA
01/2024 → 11/2025

Cetera Wealth Services, Llc

El Segundo, CA
01/2016 → 12/2024

Palmer Retirement Consulting

Fort Wayne, IN
01/2026 → Present

Creative Planning, Llc

Fort Wayne, IN

Previous Registrations

2018-02-05 → 2023-12-04

Commonwealth Financial Network

Waltham, MA

Fort Wayne, IN
2010-12-07 → 2017-12-31

Rehmann Wealth

Fort Wayne, IN

Lansing, MI
2008-03-03 → 2010-11-02

Nrp Advisors, Inc.

Fort Wayne, IN
2007-07-05 → 2008-10-15

Nrp Financial, Inc.

Bryan, OH

Fort Wayne, IN
1999-04-27 → 2007-07-16

Sii Investments, Inc.

Fort Wayne, IN

Ft. Wayne, IN

Other Businesses

1.NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: MANAGING DIRECTOR START DATE: 12/2023 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OVERSEE RETIREMENT PLAN INVESTMENT AND FIDUCIARY SERVICES. ASSIST INDIVIDUALS WITH THEIR WEALTH MANAGEMENT GOALS 2. NAME OF OTHER BUSINESS: PINE MILLS ROAD I LLC INVESTMENT RELATED: NO ADDRESS: 1109 PERRY LAKE DRIVE FORT WAYNE IA NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 05/2023 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: RENTING AND MAINTAINING RESIDENTIAL DUPLEX BUILDING 3. NAME OF OTHER BUSINESS: PINE MILLS ROAD II LLC INVESTMENT RELATED: NO ADDRESS: 1109 PERRY LAKE DRIVE FORT WAYNE IA NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 05/2023 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: RENTING AND MAINTAINING RESIDENTIAL DUPLEX BUILDING

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-08
S63	Uniform Securities Agent State Law Examination	1993-12-28

S65 Uniform Investment Adviser Law Examination

1999-12-08
S63 Uniform Securities Agent State Law Examination

1993-12-28

Designations

Other Names

Daniel King Palmer

View on SEC IAPD