Danielle Parris-Exline has been Shareholder of Peace of Mind Financial since January 2023, is not listed as a control person, but directly owns between 10% and 25% of the firm. Danielle Parris-Exline holds a Bachelor's degree in Political Science from the University of Central Florida and a Master of Business Administration from Webster University.
Peace of Mind Financial, Inc is a Colorado Springs, CO firm with $124M under management, 121 clients and 2 advisers in one office, as of its March 2026 filing.
Dani Parris-Exline provides financial advisory services for clients of Peace of Mind Financial Planning, Inc. She moved into financial services from a 20-year career in Human Resources focused on coaching, compensation, benefits, and data analysis, and has also been a tax preparer.
- – present · 6 yearsColorado Springs, CO · Adviser representative · Firm CRD 289067
Professional designations
Listed by Peace of Mind Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Financial Counselor (AFC®)
Investment adviser representative registrations
Danielle Parris-Exline is registered as an investment adviser representative in 2 states. The first approvals date from September 2020; the most recent is Texas, in December 2021.
- ColoradoSince 3 September 2020
- TexasSince 14 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 September 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Danielle Renee Parris-Exline
- CRD
- 7285794
- Firm
- Peace of Mind Financial · CRD 289067
- Role
- Shareholder
- Office
- 7222 COMMERCE CENTER DRIVE, SUITE 175, Colorado Springs, CO 80919
- Registration
- Investment adviser registration
- In the industry since
- September 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- peaceofmindfinancialplanning.com
Where does Danielle Parris-Exline work?
Danielle Parris-Exline has been Shareholder of Peace of Mind Financial, Inc since January 2023.
Is Danielle Parris-Exline a financial advisor?
Yes. Danielle Parris-Exline has a current investment-adviser registration in Colorado and Texas, through Peace of Mind Financial since September 2020.
How many years of experience does Danielle Parris-Exline have?
Danielle Parris-Exline has 6 years in the financial industry, since September 2020, across 1 adviser firm.
What exams has Danielle Parris-Exline passed?
Danielle Parris-Exline passed the Series 65 in September 2020.
Where is Danielle Parris-Exline based?
Danielle Parris-Exline’s registered office is in Colorado Springs, CO.
Is Danielle Parris-Exline registered with FINRA?
No. Danielle Parris-Exline has no current broker registration.
Is Danielle Parris-Exline a CFP?
Peace of Mind Financial lists Danielle Parris-Exline with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Dani Parris-Exline biography, peaceofmindfinancialplanning.com
How can I verify Danielle Parris-Exline’s record?
Search CRD 7285794 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Danielle Parris-Exline’s full registration record.
