DB
DB

Daniel Keith Bellchamber

13 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
118 clients
Average Client Portfolio
$229.6M average
Assets Under Management
$27.1B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
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Location

1900 Shawnee Mission Parkway, Suite 315, Mission Woods, KS, 66205

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Daniel is a Vice President, Client Solutions at Palmer Square Capital Management, LLC, promoting Palmer Square approved funds. This activity is investment-related.

Employment History
Current Registrations
Palmer Square Capital Management LLC
March 2025 - Present · 11 mos
Foreside Fund Services, LLCBroker
February 2025 - Present · 1 yr
Previous Registrations
Creative Planning
May 2021 - May 2023 · 2 yrs
Ivy Distributors, INC.Broker
December 2014 - April 2021 · 6 yrs 4 mos
Waddell & ReedBroker
September 2010 - April 2021 · 10 yrs 7 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.