Thaddus "Dan"
Danford

Family Investment Center

CRD#3067053
Investment Advisor
in Saint Joseph, MO

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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

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3805 Beck Road
Saint Joseph, MO 64506

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Family Investment Center Brokerage Details

Total Assets Under Management

$515,700,484

MO Average: $11,469,110,461
Total Number of Employees

16

MO Average: 458
Total Number of Accounts

1,918

MO Average: 33,415
Average Account Size

$268,874

MO Average: $343,232

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

1998 - Present (26 years)

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

Richard Salmen
Lenexa, KS
Tanner Garrett
Lenexa, KS
Christine Danford
Saint Joseph, MO
Sidney Davis
Saint Joseph, MO
Samuel Harrison
Gilbert, AZ
Nathan Goodman
Lenexa, KS
Winston Meyer
Saint Joseph, MO
Taren Mcmurray
Lenexa, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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