UBS Financial Services
47yrs
Top 1% by experience in Nashville
8yrs
Daniel Kingma
Financial advisor at Strategic Advisers
Daniel Kingma has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Nashville, Tennessee. Daniel has been with Strategic Advisers since 2025; before that, Daniel spent four years at Fidelity Personal and Workplace Advisors and two years at Charles Schwab & CO.. Daniel holds the CFP® designation.
One of 1133 advisors with offices in Nashville, and one of 1029 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?More experience than 53% of advisors at Strategic Advisers
OfficeNashville, TN
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational 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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Jul 2019 – Mar 2021Charles Schwab & CO., Inc.Previously
- Nov 2018 – May 2019Hornor, Townsend & Kent, LLCPreviously
Contact Daniel
(617) 563-7000Firm headquarters in Boston, MA. Ask for Daniel. Nashville, TNOffice · Get directionsIs 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?
- 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 Strategic Advisers at (617) 563-7000 and ask for Daniel Kingma. Daniel works from the Nashville, TN office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2018, about 8 years. More experience than 53% of advisors at Strategic Advisers.
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?
Strategic Advisers reports being paid by a percentage of the assets they manage, 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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