Weikart Advisory Services
34yrs
Top advisor by experience in Camas
16yrs
Daniel Lovato has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Camas, Washington. Daniel has been with Fisher Investments since 2011. Fisher Investments offers financial planning, investment management, and private fund management and is paid through a percentage of assets and performance-based fees.
One of 314 advisors with offices in Camas, and one of 307 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?Top 15% by experience at Fisher Investments
Office5525 NW Fisher Creek Drive, Camas, WA 98607
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$1.66 million
Advisors at the firm2,988
States licensed ?2 states
Services through Fisher Investments
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsOther 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 65Uniform Investment Adviser Law Examination
Career
- 2011 – nowFisher InvestmentsCurrent firm
Contact Daniel
Local office(360) 335-3004Ask for Daniel. (800) 851-8845Main office · Plano, TX 5525 NW Fisher Creek DriveCamas, WA 98607Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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?
- 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
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 (360) 335-3004 or the Fisher Investments main office at (800) 851-8845, and ask for Daniel Lovato.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2011, about 16 years. Top 15% by experience at Fisher Investments.
What licenses does Daniel hold?
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?
Fisher Investments reports being paid by a percentage of the assets they manage, a share of investment gains. 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.
Other advisors nearby
Fisher Investments
33yrs
Top 1% by experience in Camas
Fisher Investments
33yrs
Top 1% by experience in Camas
Beacon Rock Wealth Advisors
33yrs
Top 1% by experience in Camas
Fisher Investments
32yrs
Top 1% by experience at Fisher Investments
Fisher Investments
32yrs
Top 1% by experience at Fisher Investments