Thaddus "Dan"
Danford
Family Investment Center
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About this Advisor
Thaddus "Dan" Danford is a financial advisor based in Saint Joseph, Missouri, working with Family Investment Center. Thaddus has previously held a position at Family Investment Center, Inc. Thaddus has passed the Series 65 regulatory exam and is registered to provide services in Kansas, Missouri, and Texas. Currently, Thaddus is part of Family Investment Center, which operates out of Saint Joseph, Missouri. The firm has 2 offices and 16 employees. The firm manages assets totaling $515.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Family Investment Center includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Family Investment Center Brokerage Details
$515,700,484
16
1,918
$268,874
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Thaddus "Dan" Danford Work History
Family Investment Center, Inc
Disclosures
Please visit the SEC profile of Thaddus "Dan" Danford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Family Investment Center
Lenexa, KS
Lenexa, KS
Gilbert, AZ
Saint Joseph, MO
Saint Joseph, MO
Lenexa, KS
Saint Joseph, MO
Lenexa, KS
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