Unclaimed
Daniel Hensarling is a registered investment advisor representative with 49 Financial, a firm that has offices in Overland Park, KS and Austin, TX. Daniel has been in the financial industry since 2024 and holds the Series 65 license. Daniel specializes in financial planning, selection of other advisors, and portfolio management for individuals and businesses. Daniel is also a licensed insurance agent and has experience with investments.
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.
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.
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2
KS
11/18/2024 - Present
49 Financial (Overland Park KS)
Active
Inactive
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