Kercheville Advisors
47yrs
Top advisor by experience in San Antonio
28yrs
Daniel Rodriguez
Full name on record: Daniel Eugene Rodriguez
Financial advisor at Sensus Wealth Management Group
Daniel Rodriguez has worked in the financial industry for 28 years and is a fiduciary financial advisor based in San Antonio, Texas. After two years at Facilitar Capital Group and six years at Investment Professionals, Daniel joined Sensus Wealth Management Group in 2013, a firm offering investment management. The firm is paid through a percentage of assets.
One of 1848 advisors with offices in San Antonio, and one of 1668 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 17% by experience in Texas
Office8000 IH 10 West Suite 1500, San Antonio, TX 78230
How the firm is paid ?Percent of assets
Typical client at the firm ?$411,803
Advisors at the firm2
States licensed ?1 state
Services through Sensus Wealth Management Group
Investment management for individuals and small businesses
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
- 2018 – 2021Facilitar Capital Group LLCPreviously
- 2013 – nowSensus Wealth Management Group LLCCurrent firm
- 2007 – 2013Investment Professionals, Inc.Previously
- Jan 2004 – Oct 2004Cetera Advisors LLCPreviously
- 1998 – 2004IFG Advisory Services Inc.Previously
Contact Daniel
(210) 735-4000Sensus Wealth Management Group main office 8000 IH 10 West Suite 1500San Antonio, TX 78230Office · Get directions Firm websitewww.sensuswealth.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?
- 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 Sensus Wealth Management Group at (210) 735-4000 and ask for Daniel Rodriguez. Daniel works from the San Antonio, TX office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1998, about 28 years. Top 17% by experience in Texas.
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?
Sensus Wealth Management Group reports being paid by a percentage of the assets they manage. 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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