Robert Daniels

Current Employers

Employment History

• 06/2016 → 01/2018
  Compass Financial Services/Lpl Financial
  West Des Moines, IA
• 01/2018 → 02/2022
  Sammons Retirement Solutions/Sammons Financial Network
  West Des Moines, IA
• 02/2022 → 03/2023
  Edward Jones
  St Louis, MO
• 03/2023 → 05/2025
  Syverson Strege & Company
  West Des Moines, IA
• 05/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2023-03-15 → 2025-05-06
  Syverson Strege
  West Des Moines, IA
• 2022-02-16 → 2023-03-07
  Edward Jones
  Clive, IA
  St Louis, MO
  Clive, IA
• 2017-03-08 → 2018-01-29
  Lpl Financial Llc
  West Des Moines, IA

Other Businesses

1) SWT, LLC, 13090 Walnut Ridge Circle, Clive IA 50325, 12/2023, Owner, Owner/Partner of a Business Entity, NIR, 0 HR/MO, 0 HR/MO TRADING. 2) ROBERT AND TAYLOR DANIELS AND BENJAMIN AND MACKENZIE KEENAN, 3509 SE Glen Drive, Grimes IA 50111, 10/2023, Owner, Real Estate, NIR, 1 HR/MO, 1 HR/MO TRADING. 3) 10-42 PROJECT, 201 N 9TH ST, Indianola IA 50125, 09/2023, Board Member, Healthcare, NIR, 4 HR/MO, 2 HR/MO TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 05/2025 5) JORDAN CREEK FINANCIAL SOLUTIONS, 1225 Jordan Creek Parkway, Suite 104, West Des Moines IA 50266, 05/2025, Wealth Advisor/Financial Professional, DBA Name, NIR, 160 HR/MO, 150 HR/MO TRADING. 6) J29 FINANCIAL, LLC, 13090 Walnut Ridge Circle, Clive IA 50325, United States, 12/01/2025, Owner, Real Estate, NIR, 1 HR/MO - 1 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-05-29
• S65 Uniform Investment Adviser Law Examination
  2017-03-06

Designations

Other Names

• Bob Daniels
• Robert Lee Daniels
• Bobby Daniels