Daniel Copenhagen

Employer firm

Continuum Advisory, LLC CRD 283155

$1.91B regulatory AUM 3,461 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Continuum Advisory, Llc

873 E. State Street, Eagle, ID 83616 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED_RES	2024-09-04

CA RA
APPROVED_RES

Since 2024-09-04

Branch Locations

180 Spring Street, Pleasanton, CA 94566 • United States

873 E. State Street, Eagle, ID 83616 • 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

Organization	City	State	From	To
Mindshare Group Benefits & Insurance Services, Inc.	Pleasanton	CA	01/2001	Present

01/2001 → Present

Mindshare Group Benefits & Insurance Services, Inc.

Pleasanton, CA

Other Businesses

DBA Mindshare Group; Not investment-related; Address: 180 Spring Street, Pleasanton, CA 94566; Health insurance and benefits consulting; President/Owner; 2001; 160 hrs/mo; 120 hrs/mo during trading hrs; provide ful-service benefits consulting and administration to clients

Employer firm

Current Employers

Continuum Advisory, Llc

Disclosures

Employment History

Other Businesses

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