Daniel P. Thompson
Professional summary
Daniel Paul Thompson JR, who also goes by Daniel Paul Thompson, is a registered financial advisor currently at FIRST CLASS WEALTH MANAGEMENT LLC located in Gretna, Nebraska.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Daniel has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Paul Thompson JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 31, 2023 - Present
FIRST CLASS WEALTH MANAGEMENT LLC
January 11, 2016 - June 18, 2021
FBL MARKETING SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/31/2023)
Exams
Series 6TO
Date: 1/1/2023
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
FIRST CLASS WEALTH MANAGEMENT LLC
CRD#: 327102 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 20 |
| AUM (Assets Under Management) | $ 4,897,745 |
Red Flags
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