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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

DANIEL ROBERT MEIER

Advisor at CAPITAL ANALYSTS

CARMEL, IN | Canton, GA | Carmel, IN

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Search this name across graphsid dfx:ria:bbc140d8-ac8a-da7f-f452-1dab313cf822

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jun 15, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPITAL ANALYSTS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 20, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 3
Registered states: 2
Exams: S63|S65
First exam: Dec 20, 2006
First registration: Jun 15, 2016
Dual registered: yes, broker-dealer
Other names: DANIEL ROBERT MEIER|DANIEL R MEIER|Dan R Meier
IAPD individual key: 4173343

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC	Institutional manager	Mar 1, 2024	n/a	yes	CARMEL, IN	Current employment
CAPITAL ANALYSTS	Bd affiliated wealth	Sep 21, 2023	n/a	yes	Carmel, IN	Current employment
LINCOLN INVESTMENT	Independent wealth	Sep 21, 2023	n/a	yes	Canton, GA\|Carmel, IN	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Nov 12, 2020	Sep 21, 2023	no	INDIANAPOLIS, IN	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Jan 24, 2017	Nov 12, 2020	no	INDIANAPOLIS, IN	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Dec 5, 2016	Dec 5, 2016	no	INDIANAPOLIS, IN	Previous registration
ONEAMERICA SECURITIES, INC.	Bd affiliated wealth	Sep 29, 2016	Dec 14, 2016	no	Indianapolis, IN	Previous registration
PENSION CONSULTANTS INC	Institutional manager	Jun 15, 2016	Aug 18, 2016	no	Fishers, IN\|SPRINGFIELD, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CETERA INVESTMENT ADVISERS LLC	LINCOLN INVESTMENT	Sep 21, 2023	Sep 21, 2023	0	Firm change	Ibd to RIA
FIRST ALLIED ADVISORY SERVICES, INC.	CETERA INVESTMENT ADVISERS LLC	Nov 12, 2020	Nov 12, 2020	0	Bulk transfer	Ibd to ibd
ONEAMERICA SECURITIES, INC.	FIRST ALLIED ADVISORY SERVICES, INC.	Dec 14, 2016	Dec 5, 2016	-9	Firm change	Other
PENSION CONSULTANTS INC	ONEAMERICA SECURITIES, INC.	Aug 18, 2016	Sep 29, 2016	42	Firm change	Other

Relationships

Registered with (7)

→ SHEPHERD FINANCIAL INVESTMENT ADVISORY LLCRegistered adviserregistration: current employment
Mar 1, 2024 to presentfactForm ADV
→ CAPITAL ANALYSTSRegistered adviserregistration: current employment
Sep 21, 2023 to presentfactForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: current employment
Sep 21, 2023 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Nov 12, 2020 to Sep 21, 2023factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jan 24, 2017 to Nov 12, 2020factForm ADV
→ ONEAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Sep 29, 2016 to Dec 14, 2016factForm ADV
→ PENSION CONSULTANTS INCRegistered adviserregistration: previous registration
Jun 15, 2016 to Aug 18, 2016factForm ADV

Dated events

Occurred
Sep 21, 2023
Advisor changed firm
Daniel Robert Meier left Cetera Investment Advisers Llc for Lincoln Investment (registered 2023-09-21)
Form ADVobserved 6 days ago