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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 Donegan is a financial advisor with over 20 years of experience in the industry. Daniel is currently registered with Creative Planning in Overland Park, KS. Daniel previously worked at GWFS EQUITIES, INC., J.P. MORGAN INSTITUTIONAL INVESTMENTS INC., CNBS, AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, and DAIN BOSWORTH INCORPORATED. Daniel has passed the Series 63, Series 65, Series 7, and Series 24 exams. Daniel specializes in providing financial planning, portfolio management, and pension consulting services. Daniel is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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KS
02/19/2019 - Present
Creative Planning (OVERLAND PARK KS)
KS
09/02/2014 - 06/11/2015
GWFS EQUITIES, INC. (OVERLAND PARK KS)
KS
02/26/2007 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
KS
11/10/1997 - 11/07/2006
CNBS (OVERLAND PARK KS)
MN
07/19/1995 - 04/09/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/19/1995 - 04/09/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
08/12/1994 - 03/17/1995
DAIN BOSWORTH INCORPORATED
IA
Issued 02/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2012
Series 24 - General Securities Principal Examination
BC
Issued 06/11/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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