Daniel Horan (CRD# 2066218) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Colorado Springs, CO and has over 5 years of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Umb Financial Services Inc. | Colorado Springs, CO | Jul 2018 - Current | 5 |
| Umb Bank | Colorado Springs, CO | Nov 2017 - Current | 6 |
| Unemployed | Larkspur, CO | Aug 2016 - Nov 2017 | 1 |
| Cetera Advisors LLC | Denver, CO | Oct 2015 - Aug 2016 | < 1 |
| Djh Consulting | Larkspur, CO | Oct 2013 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- AZ
- CO
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$730,778
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.