Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Glenn Stafford is an investment advisor representative at AssuredPartners Investment Advisors. Daniel has been in the securities industry for over 30 years. He has experience in financial planning, retirement planning, and other related consulting services. Daniel is registered to provide investment advisory services in Wisconsin. He is also registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. Daniel's previous employment includes positions with IFP Securities, LLC, LPL Financial LLC, and Harbour Investments, Inc.
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.
Referrals to unaffiliated investment advisers, college planning
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.
Compensation related to referrals
1
2
WI
01/25/2023 - Present
Assuredpartners Investment Advisors (Madison WI)
WI
05/23/2019 - 01/23/2023
IFP SECURITIES, LLC (MADISON WI)
WI
11/27/2013 - 05/23/2019
LPL FINANCIAL LLC (MADISON WI)
WI
09/30/2011 - 04/01/2013
HARBOUR INVESTMENTS, INC. (MADISON WI)
WI
08/18/2009 - 09/30/2011
COORDINATED CAPITAL SECURITIES, INC. (MADISON WI)
WI
11/21/2006 - 06/04/2009
VIRCHOW KRAUSE CAPITAL, LLC (MADISON WI)
WI
12/05/1996 - 11/30/2006
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (MADISON WI)
NE
01/20/1995 - 12/03/1996
SECURITIES AMERICA, INC. (LAVISTA NE)
CT
06/23/1993 - 02/11/1995
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
01/06/1992 - 06/28/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
04/14/1983 - 04/23/1992
MONARCH SECURITIES, INC.
NA
06/19/1983 - 05/20/1985
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BC
Issued 01/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1977
Series 2 - Non-Member General Securities Examination
Active
Inactive
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