Geneos Wealth Management
43yrs
Top advisor by experience in Englewood
10yrs
Daniel Lee
Financial advisor at Mariner
Daniel Lee has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Englewood, Colorado. Daniel has been with Mariner since 2025; before that, Daniel spent three years at Jenkins Wealth and a year at Modern Millennial Wealth. Daniel holds the CFP® designation.
One of 239 advisors with offices in Englewood, and one of 220 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office8310 South Valley Highway Suite 205, Englewood, CO 80112
FirmMariner
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.12 million
Advisors at the firm991
States licensed ?1 state
Services through Mariner
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment 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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2025 – nowMarinerCurrent firm
- 2021 – 2025Jenkins WealthPreviously
- Jan 2021 – Nov 2021Modern Millennial Wealth LLCPreviously
- Oct 2020 – Oct 2020Jenkins WealthPreviously
- Jun 2018 – Apr 2019Schwab Wealth Advisory, Inc.Previously
- Mar 2017 – Jun 2018Charles Schwab & CO., Inc.Previously
Contact Daniel
Local office(720) 457-6844Ask for Daniel. (913) 904-5700Main office · Overland Park, KS 8310 South Valley Highway Suite 205Englewood, CO 80112Office · Get directions Firm websitesrs.mariner.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 Daniel’s local office at (720) 457-6844 or the Mariner main office at (913) 904-5700, and ask for Daniel Lee.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2016, about 10 years. 10 years in the industry.
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?
Mariner 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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