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Advisors / Montana / Missoula
26yrs

Daniel Kiely

Financial advisor at Merrill

Based in Missoula, Montana, Daniel Kiely is a fiduciary financial advisor with 26 years of industry experience. Daniel has been with Merrill since 2000. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.

One of 157 advisors with offices in Missoula, and one of 149 fiduciaries.

Missoula, MT 59802Top 24% by experience at MerrillFiduciary advisor
Call the officeDirections

At a glance

Experience26 years (since 2000)
How that compares ?Top 24% by experience at Merrill
Office330 N Higgins Ave, Missoula, MT 59802
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state

Services through Merrill

Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing 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.

Series 66Uniform Combined State Law Examination

Career

  1. 2000 – now
    MerrillCurrent firm

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Daniel

How do I contact Daniel?

Call Daniel’s local office at (406) 829-2440 or the Merrill main office at (800) 637-7455, and ask for Daniel Kiely.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 2000, about 26 years. Top 24% by experience at Merrill.

What licenses does Daniel hold?

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?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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