Daniel Ellis

Daniel Ellis is a Colorado-based financial advisor with roughly 25+ years in the securities industry (CRD #3124326). He is a registered representative and investment adviser representative affiliated with LPL Financial, working through Western Wealth Management LLC / Western Wealth Advisors, a decentralized network of independent advisers headquartered in Golden, Colorado. He holds the Series 63 (passed 1999) and Series 66 (passed 2008) securities registrations and is registered in Colorado. One directory listing (Indyfin) also appends a "CFA®" designation to his name, though this is not corroborated across other sources and should be independently confirmed.

His career spans several major and independent firms. Public brokerage/advisory records show earlier stints at Fidelity Brokerage Services and Olde Discount Corporation (1999), Morgan Stanley (2000–2001, San Francisco and New York), U.S. Bancorp Investments in Broomfield, CO (2008–2016), and Sigma Planning / Sigma Financial Corporation, before joining LPL Financial / Western Wealth Management around 2016. His practice offers financial planning, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars.

Outside of wealth management, Ellis is a franchise owner / co-owner of Core Progression Elite Personal Training, a Colorado-founded fitness and personal-training franchise (locations across the Denver metro and expanding into Texas). He has been featured in a Core Progression "Interview with Franchise Owner Daniel Ellis" video. This franchise ownership is the closest verifiable "investment" activity to the stub's angel-investor framing — it is small-business/franchise ownership rather than startup equity investing.

To be explicit: no verifiable evidence links this Daniel Ellis (the LPL email holder) to venture-stage startup investing, a seed-stage angel portfolio, or named tech company cap tables.

• Primary role is advisory, not venture funding. His stated services are financial planning and portfolio management for individuals, small businesses, and institutions — deploying client capital into traditional securities, not writing angel checks into startups.
• Wellness/fitness entrepreneurship is a demonstrated personal interest via his Core Progression franchise ownership; any direct capital deployment appears to be in franchise/small-business ownership rather than tech startups.
• No published startup investment thesis, target check size, or sector-focus statement for early-stage venture could be found. Treat any "seed / angel" sourcing as unverified until confirmed directly with him.