Dan Topping
Dan Topping is a ChFC-designated registered investment advisor at Converse Team Financial Services, LLC, based in Wichita, KS, with 26 years of industry experience. Dan 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 80 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
CTFS does not provide investment management services to individuals and consequently has no assets under management.
Location
2121 N Webb Road, Wichita, KS, 67206
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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
Dan owns Affordable Mini Storage, LLC, dedicating about a quarter of his time to managing the business. He also owns multiple rental real estate properties and works as an agent for Topping Financial Concepts, Inc., selling non-variable insurance products, spending a few hours per week on each of these activities.
Employment History
Current Registrations
Converse Team Financial Services, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Keating Financial Advisory Services
Raymond James Financial Services
State Registrations18 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.