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Daniel John Murphy

GREATER GOOD FINANCIAL
SHOREVIEW, MN
·CRD# 5441938·19 years registered

Professional Summary

Daniel John Murphy, who also goes by Dan John Murphy, is a registered financial advisor currently at GREATER GOOD FINANCIAL located in Shoreview, Minnesota. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Daniel has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Dan John Murphy

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

19 years registered in the securities industry

Current & Past Employments

Current

GREATER GOOD FINANCIALCurrent·CRD# 313918
RIA
Shoreview, MN
August 4, 2021 - Present

Past

ONEDIGITALPast·CRD# 106766
RIA
Golden Valley, MN
December 22, 2014 - December 16, 2021
LPL FINANCIAL LLCPast·CRD# 6413
BD
Golden Valley, MN
September 12, 2013 - February 3, 2017
LPL FINANCIAL LLCPast·CRD# 6413
RIA
Golden Valley, MN
January 21, 2014 - March 3, 2016
FINANCIAL ADVOCATES ADVISORY SERVICESPast·CRD# 147786
RIA
Olympia, WA
February 6, 2014 - December 31, 2014
AMERIPRISE FINANCIAL SERVICES, LLCPast·CRD# 6363
BD
Minneapolis, MN
November 5, 2008 - September 19, 2013
EDWARD JONESPast·CRD# 250
BD
Forest Lake, MN
August 4, 2008 - October 22, 2008
AMERIPRISE FINANCIAL SERVICES, LLCPast·CRD# 6363
BD
Minneapolis, MN
November 13, 2007 - July 15, 2008

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Current Firm

GG
GREATER GOOD FINANCIAL

GREATER GOOD FINANCIAL | GREATER GOOD FINANCIAL LLC

CRD#: 313918
Arizona
Registered Investment Advisory firm - Arizona (10/22/2021 Approved)
California
Registered Investment Advisory firm - California (9/10/2021 Approved)
Minnesota
Registered Investment Advisory firm - Minnesota (8/4/2021 Approved)

Contact Information

Main Address

Apple Valley, MN

Phone Number

(651) 233-7195

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

154

AUM (Assets Under Management)

$26,451,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Daniel J. Murphy is dually registered a Financial Planner at Resources Investment Advisors, Inc. Daniel J. Murphy will maintain such registration in order to easily transition advisory clients from Resources Investment Advisors, Inc to GGF; thereafter he no longer intends to maintain such affiliation. During his transition, this activity will account for approximately 20% of his time. Daniel Murphy performs contract work for Great River Financial LLC. This accounts for approximately 20% of his time.

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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.
IAR
Arizona
(10/22/2021)
IAR
California
(9/10/2021)
IAR
Minnesota
(8/4/2021)

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

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 Feb 2020About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2007About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Feb 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2007About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Daniel John Murphy's CRS (Customer Relationship Summary).

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