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Daniel K
Series 65, Series 63
Franklin, TN
Coppell Advisory Solutions LLC
Daniel Knelson is a financial advisor at Coppell Advisory Solutions LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including First Advisors National, LLC and Cetera Advisor Networks LLC. Outside of his advisory role, Knelson services a Medicare plan book of business through Cornerstone Senior Services and works with ECA Marketing, an independent field marketing organization focused on life insurance and related products. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, charitable organizations, and business entities. The firm employs an open-architecture investment platform with a broad toolkit, including equities, ETFs, options, and alternative funds, and manages over $1.1 billion in client assets.
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