Daniel Glenn Stafford

Assuredpartners Investment Advisors

41 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Assuredpartners Investment Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

42 advisors

Number of Clients

1,945 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$3.3B

Fee Structure

Location

2501 W. Beltline Highway, Suite 201, Madison, WI, 53713

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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.

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.