Coalson Financial Services, LLC

Coalson Financial Services, LLC (CRD# 148603) is a financial advisory firm headquartered in Las Cruces, NM. They manage $6,924,852 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Coalson Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
Danen W. Coalson
CRD#: 3251315
506 S.main Street, Suite 906, 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 18 years of experience in the finance industry. Danen Coalson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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