Daniel C. Andrews
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CRD#: 6134103
Professional summary
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That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Daniel Craig Andrews, CFP® was a registered financial professional .
Daniel is a previously registered financial professional and started their career in finance in 2012. Daniel had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
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 in luxury hotels in Aspen, Colorado. He then joined the financial planning profession as a wealth manager before launching his own firm, Well-Rounded Success, which he operated from 2015 through 2020. He now works at Financial Planning Fort Collins and enjoys being part of a team where many professionals bring their individual styles and expertise to the overall client experience.
Giving back is important to Dan, and he also encourages his clients to think about how they’ll be everyday philanthropists by giving their time, treasure, and talent. In addition to many other philanthropic efforts, Dan was a founding member and the Vice President of the XY Planning Network Diversity Committee for more than two years. He currently gives his time by volunteering with the Meals on Wheels of Fort Collins and shares his treasure by donating blood on a regular basis — even though he doesn’t like needles.
Dan and his wife Lauren live in Fort Collins and both enjoy being goofballs alongside their son, Quinn. Dan’s hobbies include tennis, pinball, traveling, gardening (in the learning stage), and corny jokes.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Inheritance
Estate Planning
Investment Planning
Do you have an area of expertise or specialization?
Charitable Giving
Estate & Generational Planning...
Fixed Fee (Subscription, Retai...
Generation X
Investment Advice with Ongoing...
Millennials
Are you a "fiduciary"?
No
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.
(1) Whitefield Consulting Management, not investment related, La Jolla, California, Consulting, and Independent Contractor. Started working in 2016 and currently still work here for around 3 hours per month (sometimes during trading hours). Provide project management and consulting as needed.
(2) Poudre School District, not investment related, Fort Collins, CO, school district, start date 09/2019, approximately 1 hour per month, 1 hour during trading hours, provide instruction as substitute teacher on temporary basis as needed.
Kinard Middle School, not investment related, Fort Collins, CO, school district, start date 08/2019, approximately 10 hours per month (in fall only), 0 hours during trading hours, act as assistant football coach.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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®
Start date: 2015
Experience
Past
January 30, 2020 - June 16, 2023
FPFOCO
RIA
CRD#: 283890
FORT COLLINS, CO
Past
January 12, 2016 - January 29, 2020
WELL-ROUNDED SUCCESS
RIA
CRD#: 282018
Fort Collins, CO
Past
January 1, 2013 - December 1, 2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
GREENWOOD VILLAGE, CO
Past
December 8, 2012 - December 1, 2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
GREENWOOD VILLAGE, CO
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".
FPFOCO
FINANCIAL PLANNING FORT COLLINS | FPFOCO | FORT COLLINS TAX SERVICE, LLC | FINANCIAL PLANNING FORT COLLINS, LLC
CRD#: 283890 / SEC#: 801-130854
RIA
Registered Investment Advisory firm - (8/2/2024 Approved)California
Registered Investment Advisory firm - (9/2/2024 Terminated)Colorado
Registered Investment Advisory firm - (8/5/2024 Terminated)Louisiana
Registered Investment Advisory firm - (8/6/2024 Terminated)Texas
Registered Investment Advisory firm - (8/3/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FPFOCO
FINANCIAL PLANNING FORT COLLINS | FPFOCO | FORT COLLINS TAX SERVICE, LLC | FINANCIAL PLANNING FORT COLLINS, LLC
CRD#: 283890 / SEC#: 801-130854
RIA
Registered Investment Advisory firm - (8/2/2024 Approved)California
Registered Investment Advisory firm - (9/2/2024 Terminated)Colorado
Registered Investment Advisory firm - (8/5/2024 Terminated)Louisiana
Registered Investment Advisory firm - (8/6/2024 Terminated)Texas
Registered Investment Advisory firm - (8/3/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
375 E. Horsetooth Rd. Bldg. 3, Ste. 203, Fort Collins, CO 80525-3197
Mailing Address
Phone number
(970) 225-0504
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 436 |
| AUM (Assets Under Management) | $ 109,992,216 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
