DAG Wealth

Nick Barnett

Investment Advisor

Nick Barnett is an Investment Advisor with DAG Wealth. A graduate of Eastern Kentucky University, he holds the Series 66 along with the CRPC, AAMS, and CBDA designations. Drawn to financial markets and investing since college, where he managed his own investments, he pursued the work professionally to help clients navigate an increasingly complex market environment and relieve them of the burden of managing it alone. His prior roles include financial advisor, portfolio counselor, client relationship manager, and client action and planning specialist, building strengths in portfolio management, financial planning, investment analysis, and market regulation. Growing up doing manual labor on a farm shaped a work ethic rooted in persistence, accountability, and doing the job right regardless of conditions. Outside of work he enjoys fishing, biking, hunting, Jiu Jitsu, and the gym, and values his faith and church community. He wants every new client to know there are no bad questions and that the digital asset space should never feel intimidating. He lives in St. Petersburg, Florida.

Disclosures

DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services. Tax matters are handled through referrals to independent qualified tax professionals.

DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction.

Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law.

Insurance products and services are offered through Xure Insurance or its affiliates.

Investment advisory services are offered exclusively through DAG Wealth, an SEC-Registered Investment Adviser (CRD No. 328627). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov.

Custody arrangements with third-party independent qualified custodians reduce certain risks but do not eliminate them.

Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.

Specific fee schedules, scope of engagement, conflicts of interest, and material business practices are disclosed in writing before engagement and in Form ADV Part 2A for the investment-advisory portion.

The information on this site is for general educational purposes and is not legal or tax advice.