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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Hartmann is a financial advisor based in CLAYTON, MO. Daniel is a registered Investment Advisor Representative with The Colony Group, LLC and has been in the financial industry for a number of years. Daniel has Series 7, Series 63, and Series 65 licenses and previously worked at Thrivent Investment Management Inc., CliftonLarsonAllen Wealth Advisors, LLC, and TD Ameritrade, 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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MO
07/01/2024 - Present
THE Colony Group, LLC (CLAYTON MO)
MO
07/07/2021 - 09/27/2022
THRIVENT INVESTMENT MANAGEMENT INC. (St Louis MO)
MO
03/06/2019 - 07/01/2021
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (ST. LOUIS MO)
MO
02/16/2018 - 03/04/2019
TD AMERITRADE, INC. (ST. LOUIS MO)
IA
Issued 11/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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