LPL Financial
47yrs
Top advisor by experience in Franklin
4yrs
Daniel Knelson
Full name on record: Daniel Ray Knelson
Financial advisor at Coppell Advisory Solutions
Daniel Knelson has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Franklin, Tennessee. After less than a year at Financial & Tax Architects and a year at First Advisors National, Daniel joined Coppell Advisory Solutions in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 669 advisors with offices in Franklin, and one of 593 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office725 Cool Springs Blvd, Franklin, TN 37067
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$124,650
Advisors at the firm81
States licensed ?1 state
Services through Coppell Advisory Solutions
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
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.
Career
- Jun 2025 – nowCoppell Advisory Solutions LLCCurrent firm
- Dec 2024 – Jun 2025Financial & Tax Architects, LLCPreviously
- Oct 2023 – Jan 2025First Advisors National, LLCPreviously
Contact Daniel
(817) 888-8020Firm headquarters in Dallas, TX. Ask for Daniel. 725 Cool Springs BlvdFranklin, TN 37067Office · Get directions Firm websiteHTTP://WWW.FUSIONCM.COM
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Coppell Advisory Solutions at (817) 888-8020 and ask for Daniel Knelson. Daniel works from the Franklin, TN office.
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 63, Series 65. 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?
Coppell Advisory Solutions 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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