Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Craig Flanscha is a financial professional with over 35 years of experience in the industry. Daniel is a Certified Financial Planner and a Chartered Financial Consultant and has been registered with Oneamerica Securities, Inc. since January 2008. Daniel previously worked with Thrivent Investment Management Inc. and American United Life. Daniel’s areas of expertise include financial planning, pension consulting, and educational seminars. He offers portfolio management services for individuals and businesses. Daniel is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
11/17/2020 - Present
Oneamerica Securities, Inc. (LOVELAND CO)
CO
06/09/1987 - 12/14/2007
THRIVENT INVESTMENT MANAGEMENT INC. (LOVELAND CO)
BOTH
Issued 03/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 08/10/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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