Daniel Joseph Bolan
Investment adviser representative at Allworth Financial, L.P.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$33.6BFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Allworth Financial, L.P.Mar 2024 to now
- Aw SecuritiesMar 2024 to now
- UnemployedDec 2023 to Feb 2024
- 83rd ST. Wealth Management, LLCSep 2023 to Nov 2023
- Fnbc Bank & TrustJul 2020 to Jul 2023
- Charles Schwab Wealth ManagementMar 2016 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2011
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Allworth Financial, L.P.
$33.6BAssets managed
29,297Clients
319Advisers
19 yearsIn 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
- 4174815
- Firm CRD
- 111167