Daniel Paul Thompson Jr
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel Paul Thompson
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
FIRST CLASS WEALTH MANAGEMENT LLC
Contact Information
Main Address
Gretna, NEPhone Number
(402) 730-6450# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
18AUM (Assets Under Management)
$5,411,883Similar 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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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2023About the Series 6TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2016About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Paul Thompson JR's CRS (Customer Relationship Summary).
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