Momentum Independent Network
47yrs
Top advisor by experience in Colorado Springs
4yrs
Daniel Evans
Financial advisor at Focus Partners Wealth
Daniel Evans is a fiduciary financial advisor in Colorado Springs, Colorado, with 4 years in the industry. Daniel joined Focus Partners Wealth in 2024, after a year at Buckingham Strategic Wealth and less than a year at Ameriprise Financial Services. Focus Partners Wealth offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1045 advisors with offices in Colorado Springs, and one of 989 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office8580 Scarbourough Drive Suite 145, Colorado Springs, CO 80920
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.56 million
Advisors at the firm1,037
States licensed ?1 state
Services through Focus Partners Wealth
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging 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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowFocus Partners Wealth, LLCCurrent firm
- Aug 2023 – Nov 2024Buckingham Strategic Wealth, LLCPreviously
- Mar 2023 – Aug 2023Ameriprise Financial Services, LLCPreviously
Contact Daniel
Local office(719) 265-4600Ask for Daniel. (314) 725-0455Main office · St. Louis, MO 8580 Scarbourough Drive Suite 145Colorado Springs, CO 80920Office · Get directions Firm websitefocuspartners.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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 (719) 265-4600 or the Focus Partners Wealth main office at (314) 725-0455, and ask for Daniel Evans.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2023, about 4 years. 4 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?
Focus Partners Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, 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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