linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Joseph Stange

Trajan Wealth, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Joseph Stange

Daniel Stange is a financial advisor with Trajan Wealth, LLC. Daniel has been in the financial industry since November 10, 2017 and is registered in Arizona, Colorado, Florida, North Carolina, and South Carolina. Daniel is also a licensed insurance agent. Daniel holds the Series 66, Series 7, and SIE licenses. Daniel offers financial planning, portfolio management for individuals, businesses, and investment companies, and educational seminars.

Firm Information

Daniel Stange is currently registered with Trajan Wealth, LLC. Trajan Wealth, LLC is a Scottsdale, Arizona-based investment advisor with 32 licensed agents and 34 investment advisor representatives. The firm manages approximately $1.37 billion in assets for 13,372 clients, including high-net-worth individuals, individuals other than high-net-worth, and investment companies. Trajan Wealth offers financial planning, educational seminars, selection of other advisers, and portfolio management for individuals, investment companies, and pooled investment vehicles.
Trajan Wealth, LLC

18700 NORTH HAYDEN ROAD

SCOTTSDALE, AZ 85255

$1.37B

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

1031 advisory fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Stange’s Registration & Firm History

AZ

12/03/2024 - Present

Trajan Wealth, LLC (SCOTTSDALE AZ)

FL

11/02/2017 - 12/31/2021

PARK AVENUE SECURITIES LLC (TAMPA FL)

Not sure if Daniel Joseph Stange is right for you?

Licenses & Designations

BOTH

Issued 07/06/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Joseph Stange.
Not sure if Daniel Joseph Stange is right for you?