Daniel Stafford, financial advisor Madison WI
93 score

Daniel Stafford

CRD Number: 1119195
Current Firm: Independent Financial Partners

Daniel Stafford (CRD# 1119195) is an Investment Advisor Representative working at Independent Financial Partners in Madison, WI and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Madison, WI Nov 2013 - Current 3
Independent Financial Partners Madison, WI Nov 2013 - Current 3
Stafford Financial Consulting Group Madison, WI Sep 2011 - Nov 2013 2
Harbour Investments Madison, WI Sep 2011 - Mar 2013 1
Coordinated Capital Securities, Inc. Madison, WI Aug 2009 - Sep 2011 2
Virchow Krause Capital Madison, WI Nov 2006 - Jun 2009 2
Virchow Krause Madison, WI Dec 1996 - Jun 2009 12
United Planners' Financial Services Of America A Limited Partner Scottsdale, AZ Dec 1996 - Nov 2006 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1995
Contact Info for Daniel G. Stafford
Phone Number: 813-341-0960
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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