Daniel J. Killian

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CRD#: 6912895

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Joseph Killian, CFP®, who also goes by Dan Killian, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 2018. Daniel had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

Dan Killian

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)

The CRS(Customer Relationship Summary) document is not provided.

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^®

Certified Financial Planner

Start date: 2017

Experience

Past

May 10, 2018 - December 31, 2024

FLOOD, BUMSTEAD, MCCREADY & MCCARTHY, INC.

RIA

CRD#: 124163

NASHVILLE, TN

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

FLOOD, BUMSTEAD, MCCREADY & MCCARTHY, INC.

FLOOD, BUMSTEAD, MCCREADY & MCCARTHY, INC. | SAME AS 1.A. | FLOOD, BUMSTEAD, MCCREAGY & MCCARTHY, INC.

CRD#: 124163 / SEC#:

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Contact information

Main Address

2300 Charlotte Avenue, Nashville, TN 37203

Mailing Address

P.o. Box 340020, Nashville, TN 37203-0020

Phone number

(615) 329-9902

Established

Firm type

Fiscal year end

# of Employees

140

Documents

Latest Form ADV

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2024	Cover Page	Report
01/24/2024	Cover Page	Report
04/18/2023	Cover Page	Report

Red Flags

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