Daniel Merriman has been an investment adviser representative at Carlson & Company Financial Services since September 2026, and is not listed among the firm’s executive officers or direct owners.
Carlson & Company Financial Services, LLC is a Topeka, KS firm with $632M under management, 1,097 clients and 10 advisers across 5 offices, as of its March 2026 filing.
- Carlson FinancialCurrent– present · under a yearGlen Allen, VA · Adviser representative · Firm CRD 295907
Investment adviser representative registrations
Daniel Merriman is registered as an investment adviser representative in 3 states. Each was approved in September 2026.
- ColoradoSince 15 September 2026
- KansasSince 15 September 2026
- VirginiaSince 15 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 September 2026 |
| SIE | Securities Industry Essentials Examination | 15 August 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Daniel Michael Merriman
- CRD
- 8098654
- Firm
- Carlson & Company Financial Services · CRD 295907
- Office
- 5207 HICKORY PARK DRIVE, SUITE E, Glen Allen, VA 23059
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Merriman work?
Daniel Merriman is an investment adviser representative registered through Carlson & Company Financial Services, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Merriman a financial advisor?
Yes. Daniel Merriman has a current investment-adviser registration in Colorado, Kansas and Virginia, through Carlson & Company Financial Services since September 2026.
How many years of experience does Daniel Merriman have?
Daniel Merriman has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Daniel Merriman passed?
Daniel Merriman has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in August 2025.
Where is Daniel Merriman based?
Daniel Merriman’s registered office is in Glen Allen, VA.
Is Daniel Merriman registered with FINRA?
No. Daniel Merriman has no current broker registration.
How can I verify Daniel Merriman’s record?
Search CRD 8098654 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Merriman’s full registration record.