Daniel Owen Kaibel

Employer firm

Purpose Financial Planning LLC CRD 288823

$12.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 03/2008 → 02/2017
  Vantage Financial Partners Limited
  Arlington Heights, IL
• 05/2017 → Present
  Purpose Financial Planning, Llc
  Arlington Heights, IL
• 03/2017 → 04/2017
  Unemployed
  Arlington Heights, IL
• 10/2018 → Present
  Elite Investment Team, Llc
  Arlington Heights, IL

Previous Registrations

• 2017-08-09 → 2020-12-31
  Purpose Financial Planning Llc
  Arlington Heights, IL
• 2018-10-09 → 2020-01-22
  Elite Investment Team Llc
  Arlington Heights, IL
  San Diego, CA
• 2017-08-09 → 2018-12-31
  Purpose Financial Planning Llc
  Arlington Heights, IL
• 2009-01-30 → 2017-03-02
  Vantage Financial Partners Limited
  Arlington Heights, IL
• 2002-01-02 → 2002-12-16
  Vantage Financial Partners Limited
  Arlington Heights, IL

Other Businesses

(1)Purpose Financial Planning, LLC, investment related, Arlington Heights, IL, Registered Investment Adviser, President/CCO, Start Date 05/2017 ,approximately 40 of hours/month with 40 of hours/month during securities trading hours

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-06-28
• S65 Uniform Investment Adviser Law Examination
  1998-11-16

Designations

• Certified Financial Planner

Other Names

• Dan Kaibel
• Daniel O Kaibel