Be advised. This firm is no longer registered.

Dane Financial LLC

Dane Financial LLC (CRD# 173232) is a financial advisory firm headquartered in Springfield, MO. They manage $1,500,000 in 12 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1531 E. Bradford Pkwy, Suite 304, Springfield, MO 65804
http://www.danefinancialllc.com/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $125,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, LA, MO, OK

Financial Advisors at Dane Financial LLC
No Advisor Found.

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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