Coalson Financial Services, LLC

Coalson Financial Services, LLC (CRD# 148603) is a financial advisory firm headquartered in Las Cruces, NM. They manage $11,234,780 in 55 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
500 North Church Street, Las Cruces, NM 88001
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $204,269
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NM

Financial Advisors at Coalson Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Danen Coalson, financial advisor Las Cruces NM
Danen W. Coalson
CRD#: 3251315
500 North Church Street, Las Cruces, NM 88001

Danen Coalson (CRD# 3251315) is an Investment Advisor Representative working at Coalson Financial Services, LLC in Las Cruces, NM and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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