Momentum Independent Network
47yrs
Top advisor by experience in Colorado Springs
2yrs
Daniel Ricks is a financial advisor in Colorado Springs, Colorado, with 2 years in the industry. Daniel joined Transce3nd in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. Daniel holds the CPA/PFS designation.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office5390 N Academy Blvd #300, Colorado Springs, CO 80918
FirmTransce3nd
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$256,062
Advisors at the firm42
States licensed ?1 state
Services through Transce3nd
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.
Designations
CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Oct 2024 – nowTransce3nd LLCCurrent firm
Contact Daniel
(512) 268-9220Firm headquarters in Buda, TX. Ask for Daniel. 5390 N Academy Blvd #300Colorado Springs, CO 80918Office · Get directions Firm websitee3wealth.com
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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 Transce3nd at (512) 268-9220 and ask for Daniel Ricks. Daniel works from the Colorado Springs, CO 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?
No exams are listed on the official record.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Transce3nd 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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