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DP

Daniel R. Polk

VAN CLEMENS & CO.
Frisco, TX 75034
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CRD#: 6379337
DP
Daniel Ryan PolkVAN CLEMENS & CO.

Professional summary


Daniel Ryan Polk, who also goes by Daniel Polk, Daniel R Polk, is a registered financial professional currently at VAN CLEMENS & CO. INCORPORATED located in Frisco, Texas.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 2015. Daniel has worked at 3 firms and has passed the Series 63, Series 7TO, Series 6TO, SIE and Series 6 exams.

Aliases


Daniel Polk | Daniel R Polk

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) - BD


Click below to view Daniel Ryan Polk'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®
None

Experience


Current

July 21, 2026 - Present

VAN CLEMENS & CO. INCORPORATED

Office #1: 6160 Warren Parkway Suite 100, Frisco, TX 75034
BD
CRD#: 6914
Frisco, TX
Past

March 8, 2024 - November 19, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
Frisco, TX
Past

June 30, 2015 - July 27, 2016

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
RICHARDSON, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(7/21/2026)

Exams


State Security Law Exam
RR
Series 63
Date: 3/22/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/28/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/8/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


VC
VAN CLEMENS & CO. INCORPORATED
VAN CLEMENS & CO. INCORPORATED

CRD#: 6914 / SEC#: , 8-18414

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
900 Second Ave S Suite 1500, Minneapolis, MN 55402
Mailing Address
900 Second Ave S Suite 1500, Minneapolis, MN 55402
Phone number
(612) 758-9140
Established
Minnesota since 05/15/1975
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (40 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
VAN CLEMENS FINANCIAL CORPORATIONSHAREHOLDER
GODFREY, JOSEPH CHARLESCCO3074998
TROUSDALE, LAURENFINOP5622407

Disclosures


Regulatory Event7
Arbitration1

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VAN CLEMENS & CO. INCORPORATED

CRD#: 6914Frisco, TX 75034

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