Daniel Stafford
Daniel Stafford is a registered investment advisor at Assuredpartners Investment Advisors, based in Madison, WI, with 42 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,159 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual advisory fee is negotiable and varies by office and client circumstances, subject to a maximum annual fee rate of 2.50%.
Fee Estimator
Location
2501 W. Beltline Highway, Suite 201, Madison, WI, 53713
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is involved in several business activities. He is associated with Stafford Financial Consulting Group, LLC, and also serves as President/CEO for both Employee Benefits/Consulting and Life Insurance Placement/Consulting, dedicating about half of his time to the former and about 10% of his time to the latter. Daniel also works as an Investment Advisor Representative with Independent Financial Partners, spending about 10% of his time on activities such as financial planning and retirement plan consulting.
Employment History
Current Registrations
Assuredpartners Investment Advisors
Previous Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
LPL Financial LLCBroker
Harbour Investments, INC.
Harbour Investments, INC.Broker
Coordinated Capital Securities, INC.
Coordinated Capital Securities, INC.Broker
Virchow Krause Capital, LLCBroker
Baker Tilly Investment Advisors
United Planners' Financial Services of America a Limited PartnerBroker
Securities America, INC.Broker
Hartford Equity Sales Company INC.Broker
New England SecuritiesBroker
Aetna Life Insurance and Annuity CompanyBroker
Monarch Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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