Daniel Craig Andrews
CFP®Professional Summary
Daniel Craig Andrews, CFP® was a registered financial advisor. Daniel was a previously registered financial professional and started their career in finance 2012 - 2023. Daniel had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Financial Planning
- Estate & Legacy Planning
- Investment Management
Specializations
Biography
Dan Andrews is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Estate Planner® designee, and Chartered Advisor in Philanthropy®. He specializes in helping clients efficiently and effectively juggle their many personal finance responsibilities. Since joining the profession in 2012, Dan makes the financial planning process less daunting with a professional yet light-hearted approach. Dan’s backstory includes growing up in San Diego, graduating from the University of Denver, working at Walt Disney World, and starting his career working...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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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Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
FINANCIAL PLANNING FORT COLLINS | FPFOCO | FORT COLLINS TAX SERVICE, LLC | FINANCIAL PLANNING FORT COLLINS, LLC
Contact Information
Main Address
375 E. Horsetooth Rd. Bldg. 3, Ste. 203, Fort Collins, CO 80525-3197Phone Number
(970) 225-0504# of Employees
4SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
471AUM (Assets Under Management)
$151,700,000Similar Advisors
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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.
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Primary Firm SEC Registration
FINANCIAL PLANNING FORT COLLINS | FPFOCO | FORT COLLINS TAX SERVICE, LLC | FINANCIAL PLANNING FORT COLLINS, LLC
State Registrations and Notice Filings
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.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Daniel
- Retirement Planning
- Financial Planning
- Estate & Legacy Planning
- Investment Management
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