Morgan Stanley
47yrs
Top advisor by experience in Clayton
14yrs
Based in Clayton, Missouri, Daniel Gopp is a fiduciary financial advisor with 14 years of industry experience. Daniel joined &partners in 2025, after 12 years at Edward Jones. &partners offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and subscription fees.
One of 615 advisors with offices in Clayton, and one of 580 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office7701 Forsyth Blvd. 8th Floor, Clayton, MO 63105
Firm&partners
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$384,909
Advisors at the firm545
States licensed ?1 state
Services through &partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational 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
- Mar 2025 – now&partnersCurrent firm
- 2012 – 2025Edward JonesPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 &partners at 615-255-6431 and ask for Daniel Gopp. Daniel works from the Clayton, MO office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2012, about 14 years. 14 years in the industry.
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?
&partners reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, commissions on some products, a share of investment gains, 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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