Unclaimed
Daniel Harlan Gilbertson is a financial advisor with Commonwealth Financial Network. Daniel has been in the financial services industry since 1995 and has extensive experience providing financial advice to individuals and families, as well as businesses. He has been with Commonwealth Financial Network since 2009. Daniel holds the Series 7, Series 63, Series 65 and Series 24 licenses. He is also a Certified Financial Planner. Prior to joining Commonwealth Financial Network, Daniel worked as a financial advisor at Royal Alliance Associates, Inc., Securities America, Inc., Neidiger, Tucker, Bruner, Inc., and Investment Management & Research, Inc. Daniel has been registered as a securities broker in numerous states, including Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Indiana, Iowa, Kansas, Louisiana, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Washington, and Wyoming. Daniel also has a number of other business interests, including being a part-owner of a family farm rental property, a co-author of a book, and the owner of a consulting firm. Daniel is committed to providing his clients with the highest level of personalized financial advice and service.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
04/20/2022 - Present
Commonwealth Financial Network (COLORADO SPRINGS CO)
CO
08/11/2004 - 11/24/2009
ROYAL ALLIANCE ASSOCIATES, INC. (LAKEWOOD CO)
AZ
05/30/2000 - 05/21/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NE
06/18/1998 - 05/11/2000
SECURITIES AMERICA, INC. (LAVISTA NE)
CO
08/12/1997 - 06/23/1998
NEIDIGER, TUCKER, BRUNER, INC. (HIGHLANDS RANCH CO)
FL
02/18/1997 - 08/12/1997
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
CO
12/12/1995 - 02/18/1997
R A F FINANCIAL CORPORATION (DENVER CO)
IA
Issued 05/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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