Danen W. Coalson

COALSON FINANCIAL SERVICES

LAS CRUCES, NM 88001

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CRD#: 3251315

Professional summary

Danen Wallis Coalson, CFP®, who also goes by Dane Coalson, Danen Coalson, is a registered financial advisor currently at COALSON FINANCIAL SERVICES, LLC located in Las Cruces, New Mexico.

Danen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Danen has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dane Coalson | Danen Coalson

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danen Wallis Coalson'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^®

Certified Financial Planner

Start date: 2006

Experience

Current

December 18, 2008 - Present

COALSON FINANCIAL SERVICES, LLC

Office #1: 500 North Church Street, Las Cruces, NM 88001

RIA

CRD#: 148603

LAS CRUCES, NM

Past

October 31, 2006 - March 28, 2008

ESSENTIAL FINANCIAL PLANNING, INC.

RIA

CRD#: 115731

ALBUQUERQUE, NM

Past

April 26, 2004 - November 14, 2006

THORNBURG INVESTMENT MANAGEMENT INC

RIA

CRD#: 106357

SANTA FE, NM

Past

April 2, 2004 - October 17, 2006

THORNBURG SECURITIES LLC

CRD#: 14857

SANTA FE, NM

Past

February 10, 2003 - May 22, 2003

UNIVERSAL ADVISORY SERVICES INC

RIA

CRD#: 106192

ALBUQUERQUE, NM

Past

August 21, 2002 - June 6, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

March 7, 2000 - September 14, 2001

THORNBURG SECURITIES LLC

CRD#: 14857

SANTA FE, NM

Past

August 24, 1999 - December 16, 1999

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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

New Mexico
(12/18/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/7/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/27/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/23/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/2/1999

General Securities Principal Examination

Current Firm

COALSON FINANCIAL SERVICES, LLC

CRD#: 148603 / SEC#:

New Mexico

Registered Investment Advisory firm - (12/15/2008 Approved)

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Contact information

Main Address

500 North Church Street, Las Cruces, NM 88001

Mailing Address

Phone number

(505) 977-8338

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	52
AUM (Assets Under Management)	$ 11,620,742

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Danen W. Coalson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danen Wallis Coalson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ESSENTIAL FINANCIAL PLANNING, INC.

THORNBURG INVESTMENT MANAGEMENT INC

THORNBURG SECURITIES LLC

UNIVERSAL ADVISORY SERVICES INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

THORNBURG SECURITIES LLC

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 65

Date: 2/7/2003

Series 63

Date: 8/27/1999

Series 7

Date: 8/23/1999

Series 24

Date: 9/2/1999

Current Firm

COALSON FINANCIAL SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COALSON FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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