Merrill
47yrs
Top advisor by experience in Indianapolis
27yrs
Daniel Latimer has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Indianapolis, Indiana. Daniel joined UBS Financial Services in 2005, a firm offering financial planning, investment management, and retirement plan consulting. UBS Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1738 advisors with offices in Indianapolis, and one of 1555 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 23% by experience in Indiana
Office8801 River Crossing Blvd 4th Floor, Indianapolis, IN 46240
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
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
- 2005 – nowUBS Financial Services Inc.Current firm
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 Daniel’s local office at (317) 816-1876 or the UBS Financial Services main office at (201) 352-3000, and ask for Daniel Latimer.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2000, about 27 years. Top 23% by experience in Indiana.
What licenses does Daniel hold?
Series 63, Series 66. 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?
UBS Financial Services 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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