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Daniel James Groben

Servant Wealth Management LLC

Memphis, TN

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Current Employers
Servant Wealth Management Llc

1027 S. Yates Road, Memphis, TN 38119 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2025-11-19
TN RA APPROVED 2025-11-19
  • MS RA
    APPROVED
    Since 2025-11-19
  • TN RA
    APPROVED
    Since 2025-11-19

Branch Locations

1027 S. Yates Road, Memphis, TN 38119 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Servant Wealth Management Memphis TN 08/2014 Present
Servant Advisors Group Memphis TN 09/2012 Present
  • 08/2014 → Present
    Servant Wealth Management
    Memphis, TN
  • 09/2012 → Present
    Servant Advisors Group
    Memphis, TN
Other Businesses

CURRENTLY ALSO WORK THROUGH MY OWN LLC, SERVANT ADVISORS GROUP LOCATED IN, MEMPHIS TN 38119. ACTIVITIES THROUGH SERVANT ADVISORS ARE FOR CONSULTANCY FOR SMALL BUSINESS OWNER'S THAT CREATES EXPOSURE TO INVESTMENT / INSURANCE PRODUCTS AS NEEDED BY MY CLIENTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-24
S63 Uniform Securities Agent State Law Examination 2013-05-22
  • S65 Uniform Investment Adviser Law Examination
    2014-07-24
  • S63 Uniform Securities Agent State Law Examination
    2013-05-22

View on SEC IAPD

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