Daniel R. Colston
UPWARD FINANCIAL PLANNING
VINTON, VA 24179
Some features on this profile are disabled
CRD#: 6896745
Professional summary
Daniel Ryan Colston, CFP® is a registered financial advisor currently at UPWARD FINANCIAL PLANNING located in Vinton, Virginia.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Daniel has worked at 2 firms and has passed the Series 65 exam.
Biography
Our CEO and financial advisor Daniel Colston, CFP® founded the company in 2022 and has been advising clients since 2018. He successfully passed the rigorous CERTIFIED FINANCIAL PLANNER™ exam in November of 2019 and satisfied the 2 year experience requirement a month later. As a CERTIFIED FINANCIAL PLANNER™ professional and fee-only fiduciary advisor, he puts your interests first in all financial recommendations. He wrote The Money Success Guidebook: A Step-by-Step Game Plan to Master Your Money and blogs regularly with the latest financial advice and trends to help you stay on track with your financial goals and well-being.
As a Kingdom Advisors member and annual conference attendee, Daniel also specializes in helping you invest according to your values relating to the environmental, social, governance, and ethics of the companies you invest in. This could mean ESG investing, biblically responsible investing, socially responsible investing, or targeting or screening specific companies, industries, or sectors.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Tax Planning
Investment Planning
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
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.
Daniel Colston currently owns Daniel's Painting, LLC. This activity accounts for approximately 10% of his time.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Ryan Colston'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®
CFP®
Start date: 2019
Experience
Current
June 16, 2022 - Present
UPWARD FINANCIAL PLANNING
Office #1: 118 E Virginia Ave., Vinton, VA 24179RIA
CRD#: 321825
VINTON, VA
Past
January 4, 2018 - August 15, 2022
AMERICAN FINANCIAL PLANNING, INC.
RIA
CRD#: 142588
ROANOKE, VA
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
Virginia(6/16/2022)
Current Firm
UPWARD FINANCIAL PLANNING
UPWARD FINANCIAL PLANNING | UPWARD FINANCIAL PLANNING, LLC
CRD#: 321825 / SEC#:
Virginia
Registered Investment Advisory firm - (6/16/2022 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
118 E Virginia Ave., Vinton, VA 24179
Mailing Address
Phone number
(540) 580-2501
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 76 |
| AUM (Assets Under Management) | $ 17,038,316 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
