Daniel Krieg

Daniel Krieg CDFA®

9040 Town Center Pkwy
Bradenton FL 34202
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941-355-7960

In your search to find and select a Certified Divorce Financial Analyst® (CDFA™), DON'T look just at the designation. You need to look beyond that, because some in the Sarasota/Manatee area have little or NO practical experience in the financial service profession. Some clain to have experience because they took a class in 2008, but did nothing with it many years. They have no general securities knowledge, training or working experience having never taken or passed a series 7 test. They meet only the basic requirements to have an RIA Firm, even worse they have NO real life experience or formal training with health or life insurance and annuities. Having only obtained a 214 insurance license in 2014! You can check securities (FINRA) qualifications/experience at www.finra.org and Florida insurance qualifications at www.myfloridacfo.com/data/aar_alis1/

Daniel entered the financial services industry in 1994 joing MetLife, where he was successful helping families meet their insurance and investment needs. During his time there he qualified for multiple Leaders Conferences, earned membership into the prestigeous Million Dollar Round Table and MetLife's certification as a financial planner. After just 5 years his clients needs lead him to leave MetLife and join Raymond James & Associates to choose from a greater choice of investment and insurance options. As an Associate Vice President of Investments he recieved additional certification classes from Raymond James Financial Services in financial planning and qualified pension plans.

In 2003 Daniel transfered his business to Raymoind James Financial Services as an independent advisor to serve his client's need first, instead of Raymond James & Associates as his employer. From 2003 until 2012 Daniel worked as an independent investment advisor but still through a Broker/Dealer relationship.

In 2012 Daniel decided to open his own indepentent firm as a Registered Investment Advisor Firm (RIA) where he can truly workin his client's best interest, putting them first.Working as an Investment Advisor Representative, he is prohibited for accepting commissions. He can only receive a fee from his investment service/advice, and has no Broker/Dealer relationship.

Daniel has qualified for and was awarded the AIF and AIFA designations from the Center for Fiduciary Studies, the standard setting body for fi360. The Accredited Fiduciary Investment Analysts (AIFA) signifies the ability to preform fiduciary assessments measuring how well investment fiduciaries are fulfilling their dutites to a definied standard of care. The designation is a culmination of passing multiple securities examinations, years of practicial experience in the securities field in addition to successful completion of the Accreditated Investment Fiduciary Designation. Then an additional 30+ hours of pre-certification requirements followed by an intensive three training day which concludes with a comprensive closed-book examination under the supervision of a proctor, an agreement to abide by the code of ethics. On an going basis, designee's  are required complete continuing education to maintain the AIFA designation. Just to qualify for acceptance into the AIFA training program, it requires an advisor to obtain the Accrediated Investment Fiduciary designation (AIF), multiple years of financial service experience and additional prior training. As of this writing there are less than 500 people who hold the AIFA designation nationwide.

On 9/2/2013 Daniel became the only CEFEX (Centre for Fiduciary Excellence) Analyst/Advisor in the state of Florida. He is tasked with the respondsibility to preform Level II and Level III assessments of Brokers, Plan Sponsors, Non-Profit Groups and Charitable Organizations attempting to obtain a CEFEX Certification.

Daniel is certified in collaborative divorce as a financial netural from Collaborative Law Training Associates in Atlanta GA. He is now helping families work through the difficult process of divorce in both collaborative and the litigated process as a partner with Florida Colflict Resolutions. In the collorative process he works as a neutral financial expert, while in the litigated processas a financial expert. With his 20+ years experience in basic to advanced applications of health and life insurance, annuities, and investments of all types from bonds to stocks, to structured products and more.

Daniel has also completed a number of classes towards the ChFC designation from the American College, as he continues to expand his knowledge of cutting edge investment options and stratigies to help his clients achieve their life's financial goals.