Primerica Advisors
38yrs
Top advisor by experience in Germantown
15yrs
Daniel Smith
Full name on record: Daniel Kenneth Smith
Financial advisor at Belpointe Asset Management
Daniel Smith has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Germantown, Wisconsin. Daniel has been with Belpointe Asset Management since 2020; before that, Daniel spent three years at WFA Asset Management and six years at Waddell & Reed. Belpointe Asset Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 35 advisors with offices in Germantown, and one of 31 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 63% of advisors in Germantown
OfficeW156n11375 Pilgrim Rd., Germantown, WI 53022
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$705,312
Advisors at the firm169
States licensed ?1 state
Services through Belpointe Asset Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational 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.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowBelpointe Asset Management LLCCurrent firm
- 2017 – 2020WFA Asset Management CorpPreviously
- 2011 – 2017Waddell & ReedPreviously
Contact Daniel
(203) 629-3300Firm headquarters in Reno, NV. Ask for Daniel. W156n11375 Pilgrim Rd.Germantown, WI 53022Office · Get directions Firm websiteHTTP://WWW.BELPOINTE.COM
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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?
- 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 Belpointe Asset Management at (203) 629-3300 and ask for Daniel Smith. Daniel works from the Germantown, WI office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2011, about 15 years. More experience than 63% of advisors in Germantown.
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?
Belpointe Asset Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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