Bobby Daniels
Wealth Advisor at Jordan Creek Financial Solutions
Based in West Des Moines, United States
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Seniority
Manager
Department
Finance & Accounting
Location
West Des Moines
Industry
Financial Services
Company size
14
Contact information
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b•••••••@jordancreekfs.com
Phone
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Background
About Bobby Daniels
Bobby Daniels joined the team at Syverson Strege in 2023 as one of the firm’s CERTIFIED FINANCIAL PLANNER® practitioners. He also received his Certified Investment Management Analyst (CIMA®) designation in 2021. Bobby comes to Syverson Strege with a diverse background in the financial services industry including sales, financial planning, and most recently as financial advisor. Bobby is excited to build a career with Syverson Strege not only because of their fee-only planning model, but also because of the strong values that guide the organization every single day.
Decision-makers
Other people at Jordan Creek Financial Solutions
- TCManager
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Supervisory Principal · Finance & Accounting
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Nathaniel Coltrain
Client Retention Specialist · Customer/Client Service
- CPVp
Cody Phelps
Field Vice President · Sales & Business Development
- JJOther
Jami Johnson
Director - Jordan Creek · Other
- BGStaff
Brandt Gebel
Financial Advisor · Finance & Accounting
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