Daniel Weimer has been an investment adviser representative at Exodus Wealth since May 2020, and is not listed among the firm’s executive officers or direct owners.
Exodus Wealth, LLC is a Fort Lauderdale, FL firm with $484M under management, 2,249 clients and 51 advisers across 50 offices, as of its July 2026 filing.
Daniel Weimer is with Life Goals Financial LLC, based in Mars, PA. Weimer has served the greater Pittsburgh area for over 30 years and has been a coach and mentor to numerous financial advisors over the last 25 years.
Daniel Weimer’s longest registration was 7 years at LPL Financial LLC (2009–2016). Before joining Exodus Wealth in 2020, Daniel Weimer was registered through Wesbanco Securities, Inc. and Key Investment Services LLC.
- Wesbanco Securities, Inc.– · under a yearPittsburgh, PA · Adviser representative · Firm CRD 43276
- Key Investment Services LLC– · 2 yearsCoraopolis, PA · Adviser representative · Firm CRD 136300
- LPL Financial LLC– · 7 yearsMcKees Rocks, PA · Adviser representative · Firm CRD 6413
Professional designations
Listed by Exodus Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Retirement Counselor (CRC®)
Investment adviser representative registrations
Daniel Weimer is registered as an investment adviser representative in Pennsylvania, since May 2020.
- PennsylvaniaSince 20 May 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 28 May 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 July 2001 |
| Series 7 | General Securities Representative Examination | 14 April 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 February 1990 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 31 August 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 1859854
- Firm
- Exodus Wealth · CRD 174328
- Office
- Mars, PA
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 1989
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- goalsfinancial.com
Where does Daniel Weimer work?
Daniel Weimer is an investment adviser representative registered through Exodus Wealth, LLC since May 2020, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Weimer a financial advisor?
Yes. Daniel Weimer has a current investment-adviser registration in Pennsylvania, through Exodus Wealth since May 2020.
How many years of experience does Daniel Weimer have?
Daniel Weimer has 37 years in the financial industry, since January 1989, across 4 adviser firms.
What exams has Daniel Weimer passed?
Daniel Weimer has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 65 and Series 24. The earliest, the Series 6, was passed in August 1988. FINRA credited Daniel Weimer with the SIE, which began in October 2018.
Where did Daniel Weimer work before Exodus Wealth?
Before Exodus Wealth, Daniel Weimer was registered through Wesbanco Securities, Inc., August 2019 to November 2019; Key Investment Services LLC, September 2016 to August 2019; LPL Financial LLC, September 2009 to September 2016.
Where is Daniel Weimer based?
Daniel Weimer’s registered office is in Mars, PA.
Is Daniel Weimer registered with FINRA?
Yes. Daniel Weimer has a current broker registration, under CRD 1859854.
Source: FINRA BrokerCheck
Is Daniel Weimer a CFP?
Exodus Wealth lists Daniel Weimer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Daniel Weimer’s record?
Search CRD 1859854 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Daniel Weimer’s full registration record.