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Daniel T. Stidham
AAN WEALTH ADVISORS LLC
Paragould, AR 72450
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CRD#: 6892851
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Professional summary
Daniel Troy Stidham, who also goes by Daniel Stidham, is a registered financial advisor currently at AAN WEALTH ADVISORS LLC located in Paragould, Arkansas.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Daniel has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Daniel Stidham
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.
Daniel Stidham is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Strategic Planning Associates always acts in the best interest of the client; including in the sale of commission-able products to advisory clients. Clients are in no way required to implement the plan through any representative of Strategic Planning Associates in their capacity as a licensed insurance agent.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Troy Stidham's 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®
NoneExperience
Current
January 31, 2020 - Present
AAN WEALTH ADVISORS LLC
Office #1: 13015 Hwy 135 N, Paragould, AR 72450Office #2: 13015 Hwy 135 N, Paragould, AR 72450Office #3: 920 W. 2nd Street Ste 204, Little Rock, AR 72201RIA
CRD#: 300652
Paragould, AR
Past
April 4, 2019 - October 30, 2019
STRATEGIC PLANNING ASSOCIATES
RIA
CRD#: 126503
Paragould, AR
Past
December 19, 2017 - May 25, 2018
BALEFIRE, LLC
RIA
CRD#: 168733
Paragould, AR
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arkansas(2/11/2020)
IAR
Tennessee(1/31/2020)
IAR
Texas(6/29/2023)
Current Firm
AW
AAN WEALTH ADVISORS LLC
AAN WEALTH ADVISORS | AAN WEALTH ADVISORS LLC
CRD#: 300652 / SEC#:
Arkansas
Registered Investment Advisory firm - (2/11/2020 Approved)Louisiana
Registered Investment Advisory firm - (6/25/2024 Approved)Michigan
Registered Investment Advisory firm - (10/19/2023 Approved)New Mexico
Registered Investment Advisory firm - (11/6/2023 Approved)Ohio
Registered Investment Advisory firm - (3/5/2019 Approved)Oregon
Registered Investment Advisory firm - (8/7/2025 Approved)South Carolina
Registered Investment Advisory firm - (8/14/2023 Approved)Tennessee
Registered Investment Advisory firm - (1/30/2020 Approved)Texas
Registered Investment Advisory firm - (11/27/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4450 Belden Village Ave Nw Suite 704, Canton, OH 44718
Mailing Address
Phone number
(888) 720-0360
Established
Firm type
Fiscal year end
# of Employees
8
Regulatory assets under management
| Total Number of Accounts | 411 |
| AUM (Assets Under Management) | $ 83,850,258 |
Red Flags
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Company Information
AAN WEALTH ADVISORS LLC
CRD#: 300652Paragould, AR 72450TRUST BUT VERIFY
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