Daniel W. Charron
WEALTH ADVISORS NETWORK
SCOTTSBLUFF, NE 69363
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CRD#: 3219081
Professional summary
Daniel Wayne Charron, CFP® is a registered financial advisor currently at WEALTH ADVISORS NETWORK, INC. located in Scottsbluff, Nebraska and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Scottsbluff, Nebraska.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Daniel has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 2)COUNTRYMAN & ASSOCIATES PROPERTIES, 1001 W 27TH ST, SCOTTSBLUFF, NE, 10/2011. AS PARTNER IN A PARTNERSHIP THAT OWNS THE REAL ESTATE LEASED TO CONTRYMAN ASSOCIATES, PC. DEVOTES 8 HR/YR- NONE DURING TRADING. 3)ROTARY CLUB OF SCOTTSBLUFF/GERING PO BOX 391 SCOTTSBLUFF, NE 69363. BEGAN 7/1/11 AS TREASURER OF ROTARY SERVICE CLUB. INVOICES MEMBERS FOR DUES, COLLECT AND DEPOSIT PARMENTS, AND PAY CLUB BILLS ATHORIZED BY THE BOARD OF DIRECTORS. NON INVESTMENT RELATED. DEVOTES 3 HRS/MNTH. NONE DURING TRADING. 4. COUNTRYMAN ASSOCIATES PC, 1001 W 27TH ST, SCOTTSBLUFF, NE, 10/1999. PRESIDENT/SHAREHOLDER, CPA. INV REL-2000/YR-1500/TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Wayne Charron'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
September 3, 1999 - Present
WEALTH ADVISORS NETWORK, INC.
Office #1: 1001 West 27th Po Box 2246, Scottsbluff, NE 69363RIA
CRD#: 113836
SCOTTSBLUFF, NE
Current
June 17, 2013 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1001 West 27th St, Scottsbluff, NE 69363BD
CRD#: 39543
Scottsbluff, NE
Past
March 16, 2000 - May 8, 2009
CONTRYMAN ASSOCIATES, P.C.
RIA
CRD#: 129224
SCOTTSBLUFF, NE
Past
July 13, 1999 - June 17, 2013
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
SCOTTSBLUFF, NE
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".
WA
WEALTH ADVISORS NETWORK, INC.
BS&P WEALTH MANAGEMENT | WEALTH ADVISORS NETWORK, INC. | WEALTH ADVISORS - NEBRASKA, INC. | LAUREL VALLEY ADVISORS | CONTRYMAN WEALTH ADVISORS
CRD#: 113836 / SEC#: 801-112018
RIA
Registered Investment Advisory firm - (10/19/2017 Approved)Colorado
Registered Investment Advisory firm - (12/5/2017 Terminated)Nebraska
Registered Investment Advisory firm - (11/28/2017 Terminated)Texas
Registered Investment Advisory firm - (11/28/2017 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(6/17/2013)
IAR
Nebraska(9/3/1999)
RR
Nebraska(6/17/2013)
RR
Wyoming(6/17/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
WA
WEALTH ADVISORS NETWORK, INC.
BS&P WEALTH MANAGEMENT | WEALTH ADVISORS NETWORK, INC. | WEALTH ADVISORS - NEBRASKA, INC. | LAUREL VALLEY ADVISORS | CONTRYMAN WEALTH ADVISORS
CRD#: 113836 / SEC#: 801-112018
RIA
Registered Investment Advisory firm - (10/19/2017 Approved)Colorado
Registered Investment Advisory firm - (12/5/2017 Terminated)Nebraska
Registered Investment Advisory firm - (11/28/2017 Terminated)Texas
Registered Investment Advisory firm - (11/28/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
201 Foundation Place Ste 100, Hastings, NE 68901
Mailing Address
Phone number
(402) 463-6769
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 788 |
| AUM (Assets Under Management) | $ 297,015,339 |
Red Flags
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Company Information
WEALTH ADVISORS NETWORK, INC.
CRD#: 113836Scottsbluff, NE 69363TRUST BUT VERIFY
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