Bobby Daniels is one of our Wealth Advisors with over 11 years of experience in the financial sector. Bobby graduated from Iowa State University in 2011, and currently holds FINRA Series 6, 7, 63 and 65 licenses. He obtained his CERTIFIED FINANCIAL PLANNER^® certification in 2018. Bobby also attended Yale School of Management to complete his Certified Investment Management Analyst^®certification in 2021.

Bobby is responsible for advising, planning, and investing for WealthPlanners’ in-house clients. In his free time, Bobby enjoys spending time with his wife and three kids. He also enjoys working out, playing golf, hunting, fishing and working on the farm.