DB
DB

Daniel Lee Beyer

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation Planning
Compensation
Fee-Only (AUM)
Firm Size
68 advisors
Number of Clients
3,976 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$4.7B

Fee Structure

Minimum Investment:$500K
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Location

8711 Windsor Parkway, Suite 4, Johnston, IA, 50131

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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 limited partner at Bookpress Publishing, a book publishing company, since 2017. He dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Apella Wealth
July 2025 - Present · 7 mos
Previous Registrations
Iron Horse Wealth Management, LLC
May 2018 - November 2025 · 7 yrs 6 mos
State Registrations3 states
CTIATX
Advisor
Exams
No exam information available for this advisor.
Daniel Lee Beyer - Financial Advisor | TrueAdvisor