Daniel Robert Mauck

Employer firm

Lee Financial Company, LLC CRD 105910

$1.68B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 02/2004 → 05/2021
  Clintsman Financial Planning
  Southlake, TX
• 11/2022 → Present
  Lee Financial Company
  Dallas, TX
• 05/2021 → 11/2022
  Unemployed
  Richardson, TX

Previous Registrations

• 2005-01-12 → 2021-06-15
  Clintsman Financial Planning
  Southlake, TX
  Southlake, TX
• 2002-06-28 → 2004-02-04
  Kpmg Investment Advisors
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-13

Designations

• Certified Financial Planner

Other Names

• Dan Robert Mauck
• Daniel Mauck