Thaddus "dan" S. Danford
FAMILY INVESTMENT CENTER
Saint Joseph, MO 64506
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CRD#: 3067053
Professional summary
Thaddus "dan" S Danford MR., CFP®, who also goes by Dan Danford, Thaddus "dan" S Danford, is a registered financial advisor currently at FAMILY INVESTMENT CENTER located in Saint Joseph, Missouri.
Thaddus "dan" is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Thaddus "dan" has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Retirement Planning
Retirement Income Management
Business Succession Planning
Social Security Planning
Investment Planning
Employee and Employer Plan Ben...
Small Business Planning
Do you have an area of expertise or specialization?
Business Owners
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Dan Danford | Thaddus "dan" S Danford
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.
1) National Advisors Trust Company; Investment related: Yes; Location: 800 E 101st Terrace #300, Kansas City, MO 64131; Description: National Advisors Trust Company (NATC) is one of the largest independent national trust companies with approximately $12.5 billion in assets under administration and 180+ RIA firms. Formed in 2001 by RIAs for RIAs, NATC provides expert trust services and solutions to trusted advisors and the families they serve.; Position Title: Board of Directors of National Advisors Trust Company ("NATC"), the nationally chartered bank, and to appoint you to the Fiduciary & Trust Committee of Board of Directors of NATC. ; Responsibilities Duties: Board of Directors Position.; Start date: 2021-11-18; Hours during trading hours: 2.5; Hours outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1; 2) National Advisors Holdings, Inc. (NAH) ; Investment related: Yes; Location: 800 E 101st Terrace #300, Kansas City, MO 64131; Description: National Advisors Holdings, Inc. (NAH) is the holding company and sole owner of National Advisors Trust Company, National Advisors Trust of South Dakota, Inc. and National Advisors Concierge Services. NAH's focus is on investor relations, promoting the interests and growth of its advisor network, and increasing shareholder value.; Position Title: National Advisors Holdings, Inc Class II Director ; Responsibilities Duties: Class II Director whose term expires in 2022; Start date: 2021-11-18; Hours during trading hours: 2; Hours outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1; 3) National Advisors Holdings, Inc; Investment related: Yes; Location of the business: 800 E 101st Terrace #300, Kansas City, MO 64131; Description of the business: National Advisors Holdings, Inc. (NAH) is the holding company and sole owner of National Advisors Trust Company, National Advisors Trust of South Dakota, Inc. and National Advisors Concierge Services. NAH's focus is on investor relations, promoting the interests and growth of its advisor network, and increasing shareholder value.; Position Title: Board of Directors of National Advisors Holdings, Inc. ("NAH") ; Responsibilities Duties: Board of Directors; Start date with business: 2021-11-18; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1; 4) National Advisors Trust of South Dakota, Inc. ("NATSD"); Investment related: Yes; Location: 300 N Dakota Ave #219, Sioux Falls, SD 57104; Description: The company's state chartered trust company, National Advisors Trust of South Dakota, Inc. (NATSD) provides trust services and solutions to RIAs for their high-net-worth and ultra-high-net-worth clients who wish to take advantage of South Dakota's unique trust jurisdiction opportunities for protecting and passing on wealth.; Position Title: Board of National Advisors Trust of South Dakota, Inc. ("NATSD"); Responsibilities Duties: Board Position; Start date with business: 2021-12-15; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1.
CRS (Client Relationship Summary) - RIA
Click below to view Thaddus "dan" S Danford MR.'s CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
June 1, 1998 - Present
FAMILY INVESTMENT CENTER
Office #1: 3805 Beck Road, Saint Joseph, MO 64506RIA
CRD#: 113799
Saint Joseph, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FAMILY INVESTMENT CENTER
FAMILY INVESTMENT CENTER | FAMILY INVESTMENT CENTER, INC.
CRD#: 113799 / SEC#: 801-63744
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Missouri
Registered Investment Advisory firm - (1/14/2005 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(4/23/2014)
IAR
Missouri(6/1/1998)
IAR
Texas(4/23/2014)
Current Firm
FAMILY INVESTMENT CENTER
FAMILY INVESTMENT CENTER | FAMILY INVESTMENT CENTER, INC.
CRD#: 113799 / SEC#: 801-63744
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Missouri
Registered Investment Advisory firm - (1/14/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3805 Beck Road, Saint Joseph, MO 64506
Mailing Address
3805 Beck Road P.o. Box 8807, St. Joseph, MO 64508-8807
Phone number
(816) 233-4100
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,070 |
| AUM (Assets Under Management) | $ 595,944,398 |
Red Flags
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Company Information
FAMILY INVESTMENT CENTER
CRD#: 113799Saint Joseph, MO 64506TRUST BUT VERIFY
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