Daniel Delaney (CRD# 7058750) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 5 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Changepath, LLC | Leawood, KS | Jul 2021 - Current | 2 |
Wells Fargo Advisors Financial Network, LLC | Joliet, IL | Jan 2019 - Jul 2021 | 2 |
Crusaders Baseball Academy | Valparaiso, IN | Oct 2017 - Oct 2019 | 2 |
Fellowship Of Christian Athletes | Valparaiso, IN | Sep 2017 - Aug 2018 | < 1 |
Pumps Fitness | Valparaiso, IN | Sep 2017 - May 2018 | < 1 |
None | Valparaiso, IN | Apr 2017 - Aug 2017 | < 1 |
Grace Brethren High School | Simi Valley, CA | Nov 2016 - Mar 2017 | < 1 |
Omega Sport And Rehab | Thousand Oaks, CA | Sep 2016 - Feb 2017 | < 1 |
Big 5 Sporting Goods | Thousand Oaks, CA | Sep 2016 - Nov 2016 | < 1 |
Valparaiso University | Valparaiso, IN | Aug 2014 - Jun 2016 | 1 |
Orange Coast College | Costa Mesa, CA | Aug 2013 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- IN
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Total Assets Under Management3,430MILLIONS
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Total Number of Accounts21,910ACCOUNTS
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Average Account Value$156,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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
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