Christopher Daniels

Financial advisor at Advanced Planning Advisors Group Inc. · Naperville, IL

Last updated 2026-10-10

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Christopher Daniels is a financial advisor at Advanced Planning Advisors Group Inc. in Naperville, IL, CRD 4963520. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2007-09-04.

Registration

CRD number
4963520
Registration status
Active
IAPD registration
2007-09-04
Industry Experience
19 years
Work Experience
11 years
States registered
IL

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2015-06 to 2018-08 · Lpl Financial LLC · Homewood, IL
  • 2018-08 to 2025-05 · Nuveen Securities, LLC · Chicago, IL
  • 2021-05 to Present · Daniels Asset Capital LLC · Plainfield, IL
  • 2025-09 to Present · Advanced Planning Advisors Group Inc. · Naperville, IL

Current employment

SEC IAPD record for Christopher Daniels

Advanced Planning Advisors Group Inc.

Regulatory AUM
$120,429,005
Registered advisors
2
Offices
1
Average AUM per client
$530.5K (Low)
High-net-worth client ratio
14.5% (Low)

Advanced Planning Advisors Group Inc.: advisors, services and reported ETF investments

About

Christopher Daniels is a financial advisor at Advanced Planning Advisors Group Inc. in Naperville, IL. Reported securities licenses include Series 63 and Series 66. The latest record indicates 19 years of industry experience and 11 years of reported work history. Reported roles include Daniels Asset Capital LLC, Nuveen Securities, LLC, Lpl Financial LLC.

SEC disclosures list additional business and community activities: Daniels Asset Capital Llc; Not Investment Related; Rental Properties; Managing Member; Owner; Start Date 5/1/2021; Approx 8 Hours Per Month; 0 Hours During Trading Hours Advanced Planning Advisors Group Inc: ; investment related; insurance; insurance agent; employee; 9/1/2025; approx 5 hours per month; 5 hours during trading hours.

Advanced Planning Advisors Group Inc.'s firm-level Form ADV reports 2 advisors across 1 offices; approximately 113.5 clients per advisor, average assets per client of $530,524, and regulatory AUM of $120.4M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.

What this firm offers

Filed by Advanced Planning Advisors Group Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management

Business and affiliations

  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services

Location

400 East Diehl Road, Naperville, IL 60563

2 advisors at this office.

Advanced Planning Advisors office in Naperville, IL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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