Daniel Blair has been Managing Member/ CCO of Horizon Wealth Investment Solutions since October 2024, is a control person of the firm and directly owns between 50% and 75% of it.
Horizon Wealth Investment Solutions LLC is a Denver, CO firm with $147M under management, 163 clients and 4 advisers across 3 offices, as of its July 2026 filing.
Dan Blair is Founder and CEO of HW Tax Strategies, part of Horizon Wealth. He has many years of experience as a financial advisor with Horizon Wealth and works with affluent individuals and business owners.
Daniel Blair’s longest registration was 3 years at Impact Partnership Wealth, LLC (2021–2025). Before joining Horizon Wealth Investment Solutions in 2024, Daniel Blair was registered through Impact Partnership Wealth, LLC and Resources Investment Advisors.
- Impact Partnership Wealth, LLC– · 3 yearsDenver, CO · Adviser representative · Firm CRD 313928
- Resources Investment Advisors– · 3 yearsDenver, CO · Adviser representative · Firm CRD 106766
- Integrum Wealth Management– · under a yearCentennial, CO · Adviser representative · Firm CRD 289942
- Redhawk Wealth Advisors, Inc.– · 1 yearDenver, CO · Adviser representative · Firm CRD 146616
- Investment Advisors– · 2 yearsDenver, CO · Adviser representative · Firm CRD 15708
Investment adviser representative registrations
Daniel Blair is registered as an investment adviser representative in 2 states. The first approvals date from November 2024; the most recent is Oregon, in March 2025.
- ColoradoSince 27 November 2024
- OregonSince 20 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 6 April 2026 |
| Series 65 | Uniform Investment Adviser Law Examination | 6 February 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 September 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 December 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Daniel Roland Blair
- CRD
- 4847450
- Firm
- Horizon Wealth Investment Solutions · CRD 333752
- Role
- Managing Member/ CCO
- Office
- 650 S. CHERRY ST., STE 825, Denver, CO 80246
- Registration
- Investment adviser registration
- In the industry since
- April 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hwtaxstrategies.com
Where does Daniel Blair work?
Daniel Blair has been Managing Member/ CCO of Horizon Wealth Investment Solutions LLC since October 2024, and is a control person of the firm.
Is Daniel Blair a financial advisor?
Yes. Daniel Blair has a current investment-adviser registration in Colorado and Oregon, through Horizon Wealth Investment Solutions since November 2024.
How many years of experience does Daniel Blair have?
Daniel Blair has 12 years in the financial industry, since April 2014, across 6 adviser firms.
What exams has Daniel Blair passed?
Daniel Blair has passed 4 licensing exams: the Series 6, Series 63, Series 65 and SIE. The earliest, the Series 6, was passed in December 2004.
Where did Daniel Blair work before Horizon Wealth Investment Solutions?
Before Horizon Wealth Investment Solutions, Daniel Blair was registered through Resources Investment Advisors, February 2018 to June 2021; Integrum Wealth Management, October 2017 to April 2018; Redhawk Wealth Advisors, Inc., June 2016 to September 2017; Investment Advisors, March 2014 to July 2016.
Where is Daniel Blair based?
Daniel Blair’s registered office is in Denver, CO.
Is Daniel Blair registered with FINRA?
No. Daniel Blair has no current broker registration.
How can I verify Daniel Blair’s record?
Search CRD 4847450 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Blair’s full registration record.
