DH
DH

Daren Halvorson

5 Years of Experience
Coon Rapids, MN
BrokerSells Insurance

Daren Halvorson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Coon Rapids, MN, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

10160 Foley Blvd NW Suite 120, Coon Rapids, MN, 55448

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Daren works as an associate/employee at MissionBridge Wealth, providing investments, insurances, and financial planning through Raymond James. This takes about half of Daren's time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2022 - Present · 3 yrs 10 mos
Raymond James Financial Services Advisors, INC
September 2022 - Present · 3 yrs 10 mos
Previous Registrations
Securian Financial Services, INC.
February 2021 - October 2022 · 1 yr 8 mos
Cri Securities, LLC
February 2021 - October 2021 · 8 mos
Securian Financial Services, INC.Broker
January 2021 - October 2022 · 1 yr 9 mos
Cri Securities, LLCBroker
January 2021 - October 2021 · 9 mos
State Registrations13 states
AZCACODCFLINMNNCNDTXVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.