DR
PFS
DR
PFS

Daniel R Ricks

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthCharitable GivingFinancial Planning & CoachingInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
2,517 clients
Average Client Portfolio
$144K average
Assets Under Management
$362.0M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

5390 N Academy Blvd #300, Colorado Springs, CO, 80918

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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 managing partner at Press Holdings Colorado LLC DBA The Ricks Group, providing tax preparation and accounting services. He spends all of his time on this business.

Employment History
Current Registrations
Transce3nd LLC
October 2024 - Present · 1 yr 4 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.