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Daniel R Carlson

Verdara Ppp LLC

Tampa, FL

Kiel, WI

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Current Employers
Verdara Ppp Llc

1600 E 8Th Avenue A200, Tampa, FL 33605 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-07-20
  • WI RA
    APPROVED
    Since 2026-07-20

Branch Locations

1600 E 8Th Avenue A200, Tampa, FL 33605 • United States

Kiel, WI • 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
OrganizationCityStateFromTo
Pacekerland Brokerage Services Inc Green B Ay WI 05/2012 09/2022
Farther Finance Advisors, Llc Kiel WI 09/2022 05/2026
Verdara Ppp Llc Tampa FL 06/2026 Present
  • 05/2012 → 09/2022
    Pacekerland Brokerage Services Inc
    Green B Ay, WI
  • 09/2022 → 05/2026
    Farther Finance Advisors, Llc
    Kiel, WI
  • 06/2026 → Present
    Tampa, FL
Previous Registrations
Other Businesses

INSURANCE SALES ~ RIESTERER FINANCIAL SERVICES INC ~ LIFE, HEALTH, LTC, DI & FIXED ANNUITIES, INVESTMENT RELATED. APPT WITH VRIOUS COMPANIES. TIME DEVOTED 10 H OURS A WEEK. START DATE 2/2012. ST PETERS UCC CHURCH 424 FREMONT ST KIEL, WI 53042 TITLE: CONSISTORY MEMBER DUTIES: SERVE ON CHURCH BOARD & ATTEND MONTHLY MEETINGS AND DISCUSSIONS HOURS DEVOTED: 3, ZERO DURING SECURITY TRADING HOURS START DATE: 1/1/2016

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-18
S63 Uniform Securities Agent State Law Examination 2012-04-25
  • S65 Uniform Investment Adviser Law Examination
    2017-12-18
  • S63 Uniform Securities Agent State Law Examination
    2012-04-25

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