DT
DT

Daniel Thyfault

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
14,528 clients
Average Client Portfolio
$140K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
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Location

4600 S. Syracuse Street, Suite 650, Denver, CO, 80237

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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

Daniel works as an insurance agent for E.A. Buck Insurance, an investment advisor representative for Buck Wealth Strategies, and a financial advisor for Buck Financial Services. Each of these roles takes nearly full-time hours.

Employment History
Current Registrations
Buck Wealth Strategies, LLC
February 2025 - Present · 1 yr
Madison Avenue Securities, LLCBroker
February 2025 - Present · 1 yr
Previous Registrations
Fidelity Personal and Workplace Advisors
August 2023 - February 2025 · 1 yr 6 mos
Fidelity Brokerage Services LLCBroker
August 2023 - February 2025 · 1 yr 6 mos
Charles Schwab & CO., INC.
October 2016 - June 2023 · 6 yrs 8 mos
Charles Schwab & CO., INC.Broker
October 2015 - June 2023 · 7 yrs 8 mos
State Registrations15 states
AZCACOFLHIILKYMONCNDOHTNTXVAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.