Daniel P. Stolfa

CENTURA WEALTH ADVISORY

LAKEVILLE, MN

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CRD#: 4850355

Professional summary

Daniel Paul Stolfa, AIF®, CFP® is a registered financial advisor currently at CENTURA WEALTH ADVISORY located in Lakeville, Minnesota.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Daniel has worked at 9 firms and has passed the Series 66, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Paul Stolfa's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

October 7, 2024 - Present

CENTURA WEALTH ADVISORY

RIA

CRD#: 296985

LAKEVILLE, MN

Past

November 3, 2016 - August 24, 2018

STILES FINANCIAL SERVICES, INC.

RIA

CRD#: 665

WAYZATA, MN

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".

CENTURA WEALTH ADVISORY

CCG WEALTH MANAGEMENT, LLC | CENTURA WEALTH ADVISORY

CRD#: 296985 / SEC#: 801-113284

RIA

Registered Investment Advisory firm - (5/23/2018 Approved)

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

Minnesota
(10/7/2024)

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 66

Date: 10/21/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/24/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/15/2004

General Securities Representative Examination

Current Firm

CENTURA WEALTH ADVISORY

CCG WEALTH MANAGEMENT, LLC | CENTURA WEALTH ADVISORY

CRD#: 296985 / SEC#: 801-113284

RIA

Registered Investment Advisory firm - (5/23/2018 Approved)

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Contact information

Main Address

12255 El Camino Real Suite 125, San Diego, CA 92130

Mailing Address

Phone number

(858) 771-9500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CENTURA WEALTH ADVISORY DISCLOSURE BROCHURE (7/30/2025)

Regulatory assets under management

Total Number of Accounts	1,467
AUM (Assets Under Management)	$ 769,086,884

Red Flags

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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Firm Stability Insights

Daniel P. Stolfa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Paul Stolfa's CRS (Customer Relationship Summary).

Certified licenses

Experience

STILES FINANCIAL SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

INVESTORS FINANCIAL GROUP

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PIPER SANDLER & CO.

PIPER SANDLER & CO.

Primary Firm SEC Registration

CENTURA WEALTH ADVISORY

State Registrations and Notice Filings

Exams

Series 66

Date: 10/21/2004

SIE

Date: 8/24/2018

Series 7

Date: 10/15/2004

Current Firm

CENTURA WEALTH ADVISORY

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CENTURA WEALTH ADVISORY

TRUST BUT VERIFY

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