Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
41yrs
Daniel Bender is a financial advisor in Houston, Texas, with 41 years in the industry. After 17 years at FSC Securities and 17 years at Willis Johnson Wealth, Daniel joined MBR Financial in 2013, a firm offering financial planning, investment management, and selecting outside investment managers. MBR Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience41 years (since 1985)
How that compares ?Top advisor by experience at MBR Financial
Office2000 West Loop South Suite 1510, Houston, TX 77027
FirmMBR Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$1.99 million
Advisors at the firm6
States licensed ?1 state
Services through MBR Financial
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2013 – nowMBR FinancialCurrent firm
- 1996 – 2013FSC Securities CorporationPreviously
- 1996 – 2013Willis Johnson WealthPreviously
Contact Daniel
(832) 667-8787MBR Financial main office 2000 West Loop South Suite 1510Houston, TX 77027Office · Get directions Firm websiteHTTPS://WWW.MBRFINANCIAL.COM
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call MBR Financial at (832) 667-8787 and ask for Daniel Bender. Daniel works from the Houston, TX office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1985, about 41 years. Top advisor by experience at MBR Financial.
What licenses does Daniel hold?
Series 63. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
MBR Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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