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Daniel Eugene Bigelow

CRD# 2695539·Registered 1996 - 2017
Previously Registered: Being a previously registered professional could mean that Daniel is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Daniel Eugene Bigelow, who also goes by Bige Bigelow, Dan Bigelow, Danny Bigelow, was a registered financial advisor. Daniel was a previously registered financial professional and started their career in finance 1996 - 2017. Daniel had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bige Bigelow, Dan Bigelow, Danny Bigelow

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

30 years in the financial services industry

Current & Past Employments

USAA FINANCIAL PLANNING SERVICES·CRD# 106352
RIA
San Antonio, TX
April 11, 2013 - March 24, 2017
USAA FINANCIAL PLANNING SERVICES·CRD# 106352
RIA
San Antonio, TX
January 2, 2009 - March 9, 2012
USAA FINANCIAL ADVISORS, INC.·CRD# 129035
BD
San Antonio, TX
August 31, 2007 - March 24, 2017
USAA INVESTMENT SERVICES COMPANY·CRD# 5475
RIA
San Antonio, TX
June 1, 1999 - April 12, 2013
USAA INVESTMENT SERVICES COMPANY·CRD# 5475
BD
San Antonio, TX
May 27, 1999 - December 31, 2007
CITICORP INVESTMENT SERVICES·CRD# 23988
BD
Long Island City, NY
July 14, 1997 - May 22, 1999
IDS LIFE INSURANCE COMPANY·CRD# 6321
BD
Minneapolis, MN
March 12, 1996 - December 16, 1996
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Minneapolis, MN
March 12, 1996 - December 16, 1996

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Current Firm

UF
USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL PLANNING NETWORK | USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC. | USAA FINANCIAL PLANNING SERVICES | USAA FINANCIAL PLANNING NETWORK, INC. | USAA FINANCIAL PLANNING NETWORK INC

CRD#: 106352 / SEC#: 801-53347

Contact Information

Main Address

9800 Fredericksburg Road, San Antonio, TX 78288-0227

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (3/31/2017)

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1996About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Mar 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 1996About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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