LPL Financial
47yrs
Top 1% by experience in West Des Moines
25yrs
Eric Danner is a fiduciary financial advisor in West Des Moines, Iowa, with 25 years in the industry. Eric joined Strategic Advisers in 2025, after four years at Fidelity Personal and Workplace Advisors and three years at Charles Schwab & CO.. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 645 advisors with offices in West Des Moines, and one of 563 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 8% by experience at Strategic Advisers
OfficeWest Des Moines, IA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther 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
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2016 – 2019Charles Schwab & CO., Inc.Previously
- Sep 2015 – Jul 2016Morgan StanleyPreviously
- 2012 – 2015Schwab Wealth Advisory, Inc.Previously
- 2007 – 2011Charles Schwab & CO., Inc.Previously
Contact Eric
(617) 563-7000Firm headquarters in Boston, MA. Ask for Eric. West Des Moines, IAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Eric
Tailored to Eric’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 Eric
How do I contact Eric?
Call Strategic Advisers at (617) 563-7000 and ask for Eric Danner. Eric works from the West Des Moines, IA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2001, about 25 years. Top 8% by experience at Strategic Advisers.
What licenses does Eric hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Eric 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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