Daniel Dolan is a ChFC-designated registered investment advisor, based in Overland Park, KS, with 35 years of industry experience.
Location
7500 College Blvd, Suite 650, Overland Park, KS, 66210
Get directionsHistory
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 Activities
Daniel is a producer at Tax Favored Benefits, Inc. since 1998, spending about a quarter of his time obtaining and servicing clients. He is also an Investment Adviser Representative for TFB Advisors, LLC since 2022, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Tfb Advisors, LLC
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Ameritas Advisory Services
Carillon Investments, INC
Carillon Investments, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations9 states
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.