Kirk E. Danielson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kirk Edward Danielson, who also goes by Kirk Edward Danielson Mr., was a registered financial professional .
Kirk is a previously registered financial professional and started their career in finance in 2010. Kirk had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 2, 2022 - June 6, 2023
USI ADVISORS
February 11, 2022 - October 5, 2022
FORUSALL
February 3, 2012 - January 2, 2018
ADVANCE CAPITAL MANAGEMENT INC
February 2, 2012 - December 31, 2016
ADVANCE CAPITAL SERVICES, INC.
November 2, 2011 - January 12, 2012
MML INVESTORS SERVICES, LLC
September 28, 2011 - January 12, 2012
MML INVESTORS SERVICES, LLC
October 19, 2010 - March 4, 2011
PIRMANN FINANCIAL SERVICES, INCORPORATED
Primary Firm SEC Registration
USI ADVISORS
CRD#: 108113 / SEC#: 801-56622
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
USI ADVISORS
CRD#: 108113 / SEC#: 801-56622
Contact information
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,346 |
| AUM (Assets Under Management) | $ 48,864,913,348 |
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.
