UBS Financial Services
47yrs
Top 1% by experience in Louisville
8yrs
Daniel Aroh
Financial advisor at Money Concepts Advisory Service
Based in Louisville, Kentucky, Daniel Aroh is a fiduciary financial advisor with 8 years of industry experience. Daniel joined Money Concepts Advisory Service in 2018, a firm offering financial planning and investment management. Daniel holds the CFP® designation.
One of 1265 advisors with offices in Louisville, and one of 1147 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office323 Townepark Circle, Louisville, KY 40243
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$237,847
Advisors at the firm390
States licensed ?1 state
Services through Money Concepts Advisory Service
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsOther 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.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowMoney Concepts Capital CorpCurrent firm
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?
- 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 Money Concepts Advisory Service at 561-472-2000 and ask for Daniel Aroh. Daniel works from the Louisville, KY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2018, about 8 years. 8 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?
Money Concepts Advisory Service reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, 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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