Commonwealth Financial Network
47yrs
Top advisor by experience in Washington
6yrs
Daniel Rhoades
Financial advisor at Principal Advised Services
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
OfficeSpokane, WA
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Principal Advised Services
Financial planningInvestment management for individuals and small businesses
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2024 – nowPrincipal Advised ServicesCurrent 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Principal Advised Services at 866-412-0770 and ask for Daniel Rhoades. Daniel works from the Spokane, WA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2021, about 6 years. 6 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?
Principal Advised Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
46yrs
Top 1% by experience in Spokane
Karel Capital
44yrs
Top 1% by experience in Washington
Quantum Financial Planning Services
44yrs
Top advisor by experience at Quantum Financial Planning Services
UBS Financial Services
44yrs
Top 1% by experience in Spokane
LPL Financial
44yrs
Top 1% by experience in Spokane