Robert W. Baird & Co.
47yrs
Top advisor by experience in Traverse City
2yrs
Daniel Grix has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Traverse City, Michigan. Daniel joined Success Wealth Management in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. Success Wealth Management reports being paid through a percentage of assets and flat fees.
One of 252 advisors with offices in Traverse City, and one of 235 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office2062 N Us-31s, Traverse City, MI 49685
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$133,931
Advisors at the firm14
States licensed ?1 state
Services through Success Wealth Management
Financial planningInvestment management for individuals and small businessesChoosing 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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowSuccess Wealth Management LLCCurrent firm
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Success Wealth Management at 724-934-8128 and ask for Daniel Grix. Daniel works from the Traverse City, MI office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Daniel hold?
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?
Success Wealth Management 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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