Daniel Ray Knelson

Current Employers

Employment History

• 06/2023 → 08/2023
  Minnesota Life Insurance Company
  St. Paul, MN
• 06/2023 → 08/2023
  Securian Financial Services Inc.
  St. Paul, MN
• 06/2023 → 10/2023
  Shoemaker Financial
  Germantown, TN
• 07/2020 → Present
  Cornerstone Senior Services
  Spring Hill, TN
• 05/2019 → 07/2020
  Helton Insurance Agency
  Calhoun, KY
• 08/2018 → 05/2019
  Transamerica Agency Network
  Owensboro, KY
• 01/2015 → 08/2018
  Madisonville Police Department
  Madisonville, KY
• 08/2023 → 10/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 10/2023 → 12/2024
  First Advisors National, Llc
  Spring Hill, TN
• 12/2024 → 05/2025
  Financial & Tax Architects, Llc
  Spring Hill, TN
• 05/2025 → Present
  Coppell Advisory Solutions Llc
  Coppell, TX

Previous Registrations

• 2024-12-16 → 2025-06-10
  Financial & Tax Architects, Llc
  Spring Hill, TN
  St. Louis, MO
• 2023-10-09 → 2025-01-16
  First Advisors National, Llc
  Spring Hill, TN

Other Businesses

Danny works as an insurance agent. His firm name is Knelson Retirement Solutions Cornerstone Senior Services: He began working as a District Sales Manager with them 07/01/2020 in the Medicare plan business, and still services his Medicare book of business with them with no intention of growing that business. Currently, he spends about 20 hours per month servicing that business. Most of those hours would be during trading hours. He service those clients by answering any questions they may have or change their plans if the clients' needs change. Investment related. ECA Marketing: Danny began working with them in October 2025. They're mainly a life insurance, LTC, and MYGA and FIA independent field marketing organization. This is investment related. Approximately10 hours per month for them during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-09-21
• S65 Uniform Investment Adviser Law Examination
  2023-03-17

Other Names

• Daniel Knelson
• Danny Ray Knelson