Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Thyfault is a financial advisor with over 7 years of experience in the industry. Daniel is currently registered with Buck Wealth Strategies, LLC and has been since 2025. Prior to joining Buck Wealth Strategies, LLC, Daniel was with CHARLES SCHWAB & CO., INC. from 2015 to 2023. Daniel specializes in financial planning, pension consulting, and portfolio management for individuals. Daniel holds the Series 63, Series 66, Series 7, and SIE licenses.
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.
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.
1
2
CO
02/10/2025 - Present
Buck Wealth Strategies, LLC (DENVER CO)
CO
10/06/2015 - 06/03/2023
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 10/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Daniel Thyfault is the right advisor for you? Invested Better is here to help.
