DM
CFP
DM
CFP

Daniel Thomas Monaghan

38 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
2,130 clients
Average Client Portfolio
$574K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$180K
Financial Planning:Included in AUM fee
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Location

3540 Prairieview Street, Suite 200, Grand Island, NE, 68803

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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 Activities

Daniel is associated with the Daniel T. Monaghan Revocable Trust and the Daniel T. and Susan D. Monaghan Family Limited Partnership. These activities are not investment-related.

Employment History
Current Registrations
Allen Capital Group, LLC
February 2016 - Present · 10 yrs
Previous Registrations
Symphonic Securities LLCBroker
August 2006 - February 2016 · 9 yrs 6 mos
Symphonic Financial Advisors LLC
January 2006 - February 2016 · 10 yrs 1 mo
Rim Securities LLCBroker
January 2006 - December 2007 · 1 yr 11 mos
Waddell & Reed, INC.
July 1997 - January 2006 · 8 yrs 6 mos
Waddell & Reed, INC.Broker
April 1987 - January 2006 · 18 yrs 9 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.
Daniel Thomas Monaghan - Financial Advisor | TrueAdvisor