President & Co-Founder
Current
Feb 1998 - Present
AeroLeads people directory · profile
Dan Davis, Cfp(R) Email & Phone Number
Our financial planning firm helps guide individuals and couples through their financial journey.
at
ADK Wealth Advisory Group
1 work email found
@adkinc.com
1 phone found area 314
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Our financial planning firm helps guide individuals and couples through their financial journey.
Location
Nashville Metropolitan Area, United States
Who is Dan Davis, Cfp(R)? Overview
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Quick answer
Dan Davis, Cfp(R) is listed as Our financial planning firm helps guide individuals and couples through their financial journey. at ADK Wealth Advisory Group, based in Nashville Metropolitan Area, United States. AeroLeads shows a work email signal at adkinc.com, phone signal with area code 314, and a matched LinkedIn profile for Dan Davis, Cfp(R).
Dan Davis, Cfp(R) previously worked as President & Co-founder at Adk Wealth Advisory Group and Member of the Board at Financial Planning Association® Of Greater St. Louis. Dan Davis, Cfp(R) holds Bachelor Of Business Administration (Bba), Investment Finance from Drake University.
Company email context
Email format at ADK Wealth Advisory Group
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*@adkinc.com
68% confidence
AeroLeads found 1 current-domain work email signal for Dan Davis, Cfp(R). Compare company email patterns before reaching out.
Profile bio
About Dan Davis, Cfp(R)
Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment Advice offered through ADK Wealth Advisory Group, a registered investment advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, visit www.discoverindependence.com.
Current workplace
Dan Davis, Cfp(R)'s current company
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4 roles
Dan Davis, Cfp(R) work experience
A career timeline built from the work history available for this profile.
Member Of The Board
Financial Planning Association® Of Greater St. Louis
President & Government Relations
Jan 2010 - Nov 2014
President
Financial Planning Association® Of Greater St. Louis
Jan 2011 - Dec 2012
District Manager
Ids / American Express
I started as a college intern in 1988 while studying finance at Drake University. Upon graduation, I hired as a financial advisor in the St. Louis office. Within a few years I was promoted into management. Ultimately, I managed a team of 40+ advisors ranging in tenure from rookie to 25 year veterans.
Jan 1988 - Feb 1998
3 education records
Dan Davis, Cfp(R) education
Bachelor Of Business Administration (Bba), Investment Finance
Drake University
Cfp(R), Financial Planning And Services
College For Financial Planning
Education record
St. Louis University High
FAQ
Frequently asked questions about Dan Davis, Cfp(R)
Quick answers generated from the profile data available on this page.
What company does Dan Davis, Cfp(R) work for?
Dan Davis, Cfp(R) works for ADK Wealth Advisory Group.
What is Dan Davis, Cfp(R)'s role at ADK Wealth Advisory Group?
Dan Davis, Cfp(R) is listed as Our financial planning firm helps guide individuals and couples through their financial journey. at ADK Wealth Advisory Group.
What is Dan Davis, Cfp(R)'s email address?
AeroLeads has found 1 work email signal at @adkinc.com for Dan Davis, Cfp(R) at ADK Wealth Advisory Group.
What is Dan Davis, Cfp(R)'s phone number?
AeroLeads has found 1 phone signal(s) with area code 314 for Dan Davis, Cfp(R) at ADK Wealth Advisory Group.
Where is Dan Davis, Cfp(R) based?
Dan Davis, Cfp(R) is based in Nashville Metropolitan Area, United States while working with ADK Wealth Advisory Group.
What companies has Dan Davis, Cfp(R) worked for?
Dan Davis, Cfp(R) has worked for Adk Wealth Advisory Group, Financial Planning Association® Of Greater St. Louis, and Ids / American Express.
How can I contact Dan Davis, Cfp(R)?
You can use AeroLeads to view verified contact signals for Dan Davis, Cfp(R) at ADK Wealth Advisory Group, including work email, phone, and LinkedIn data when available.
What schools did Dan Davis, Cfp(R) attend?
Dan Davis, Cfp(R) holds Bachelor Of Business Administration (Bba), Investment Finance from Drake University.
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