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Daniel Elmer Morgan

Independent Financial Planning

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About Daniel Elmer Morgan

Daniel Morgan is a financial advisor with Independent Financial Planning. Daniel has been in the financial services industry since 2006 and has a strong track record of providing financial planning and investment management services to individuals and businesses. Daniel holds the Series 7, 31, and 66 licenses and is a Certified Financial Planner. Daniel has worked with Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and LPL Financial before founding Independent Financial Planning.

Firm Information

Daniel Morgan is currently registered with Independent Financial Planning. Independent Financial Planning is an independent financial advisor based in Denver, CO with 2 advisors. The firm manages $29,302,601 in assets for 348 clients. Their main services include financial planning, portfolio management for businesses, and portfolio management for individuals. They also offer educational seminars. The firm primarily serves individuals other than high-net-worth individuals and high-net-worth individuals.

$29.30M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Morgan’s Registration & Firm History

VA

01/05/2015 - Present

Independent Financial Planning (GREAT FALLS VA)

VA

12/10/2010 - 12/02/2014

LPL FINANCIAL LLC (RESTON VA)

VA

06/01/2009 - 12/23/2010

MORGAN STANLEY SMITH BARNEY (MCLEAN VA)

VA

12/01/2006 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (MCLEAN VA)

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Licenses & Designations

BOTH

Issued 12/12/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/02/2014

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 11/30/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Elmer Morgan.
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