DM
DM

Daniel Eugene Moylan

8 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
1,020 clients
Average Client Portfolio
$499K average
Assets Under Management
$508.6M

Fee Structure

Minimum Investment:$250K
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Location

1201 SW Oakley Avenue, Topeka, KS, 66604

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History

Regulatory History (1)
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Criminal
June 1982
Final Disposition
Employment History
Current Registrations
Carlson Financial
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Carlson Financial
October 2018 - December 2021 · 3 yrs 2 mos
Global Financial Private Capital, LLC
September 2017 - April 2019 · 1 yr 7 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.