Dan Douglas Topping
Investment adviser representative at Converse Team Financial Services, LLC
34 yearsExperience
1 stateRegistered in
ChFC®Designation
$325MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Pension consulting
Experience
34 years in the industry.
- Converse Team Financial Services, LLCApr 2025 to now
- Raymond James Financial Services Advisors, IncJan 2009 to now
- Raymond James Financial Services, Inc.Jul 1999 to now
- KeatingOct 2021 to Apr 2025
- Keating & Associates, Inc.Mar 1992 to Oct 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (KS).
Converse Team Financial Services, LLC
$325MAssets managed
83Clients
6Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3040891
- Firm CRD
- 335322