Daniel Scott Grieb

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 11/1992 → 09/2025
  Daniel S. Grieb, P.C.
  Omaha, NE
• 08/2021 → 09/2021
  Leo Wealth, Llc
  Omaha, NE
• 01/2007 → 09/2021
  Btf Financial Group, Llc
  Omaha, NE
• 05/2002 → 09/2021
  Btf Financial Group, Llc
  Omaha, NE
• 09/2021 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 09/2021 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 10/2025 → Present
  Dsg Advisors
  Omaha, NE

Previous Registrations

• 2007-01-10 → 2021-09-27
  Leo Brokerage, Llc
  Omaha, NE
  Bedford, TX
  Hurst, TX
  Omaha, NE
• 2000-03-29 → 2006-12-31
  Professional Partners Corporation
  Omaha, NE

Other Businesses

(1) Daniel S Grieb; CPA firm; Investment Related; 18035 Oak Street, Omaha NE 68130; President/Owner; CPA tax, payroll and accounting; Manage client accounting/tax planning and preparation; start 12/17/1992; 120 hrs/mo, 120 hrs/mo during trading. (2) Castlerock Financial Management Group; DBA; Investment Related; 18035 Oak St, Omaha, NE 68130; Investment Advisory Services; Client portfolio management; Start 10/1/2021; 120 hrs/mo, 120 hrs/mo during trading. (3) View on Oak LLC; OBA; Not Investment Related; 18035 Oak Street, Omaha NE 68130; Member Manager; Collect fees and distribute to members Start Date: 1/1/2022; 1 hour/month during trading hours. (4) Roam on Oak LLC; OBA; Not Investment Related; 18035 Oak Street; Omaha NE 68130; Member Manager; Commercial rental property for all business activity; Passive commercial rental property that receives rent from CPA practice; Start Date: 9/1/2021; No hours during trading. (5) DSG Advisors LLC; Not investment related; 18035 Oak St, Omaha, NE 68130; Accounting firm; Member; Start 10/1/2025; 100 hours/month during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-12-15
• S65 Uniform Investment Adviser Law Examination
  1996-01-22