UBS Financial Services
47yrs
Top 1% by experience in Louisville
36yrs
Based in Louisville, Kentucky, Daniel Davis is a fiduciary financial advisor with 36 years of industry experience. Daniel joined Ausdal Financial Partners in 2009, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1265 advisors with offices in Louisville, and one of 1147 fiduciaries.
At a glance
Experience36 years (since 1990)
How that compares ?Top 6% by experience in Kentucky
Office8914 Stone Green Way, Louisville, KY 40220
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$220,873
Advisors at the firm189
States licensed ?1 state
Services through Ausdal Financial Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersOther services
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.
Career
- 2009 – nowAusdal Financial Partners, Inc.Current firm
Contact Daniel
(563) 326-2064Firm headquarters in Davenport, IA. Ask for Daniel. 8914 Stone Green WayLouisville, KY 40220Office · Get directions
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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?
- At a firm this size, will I work with you directly or with a service team?
- 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 Ausdal Financial Partners at (563) 326-2064 and ask for Daniel Davis. Daniel works from the Louisville, KY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1990, about 36 years. Top 6% by experience in Kentucky.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Ausdal Financial Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. 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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