Daniel
Stafford
Assuredpartners Investment Advisors
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About this Advisor
Daniel Stafford is a financial advisor working out of Madison, Wisconsin. Stafford is on the advisory team at Assuredpartners Investment Advisors. Their career trajectory has included roles at Stafford Financial Consulting Group, Lpl Financial LLC, Independent Financial Partners, Ifp Securities, LLC and Assuredpartners Investment Advisors. Stafford maintains a Series 63 license, designating them as a securities broker, and can work in Wisconsin. Assuredpartners Investment Advisors is a registered investment company that has its headquarters in Tampa, FL. It has $372 million in total assets between its 514 accounts, making it one of the bigger firms in the nation by assets under management. Of its 514 customer accounts, just 13% are held by high-net-worth individuals who have at least $1 million in assets. Assuredpartners Investment Advisors provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management largely vary depending on which services the firm provides the client. Fees billed by Assuredpartners Investment Advisors can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Assuredpartners Investment Advisors Brokerage Details
$372,013,000
11
514
$723,761
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Daniel Stafford Work History
Daniel has been registered as a financial advisor for 0 years.*
Assuredpartners Investment Advisors
Ifp Securities, LLC
Lpl Financial LLC
Independent Financial Partners
Stafford Financial Consulting Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Stafford 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 Assuredpartners Investment Advisors
Fort Lauderdale, FL
Tampa, FL
Lancaster, PA
Madison, WI
Lancaster, PA
Fort Lauderdale, FL
Wake Forest, NC
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
