Daniel J Thom
Investment adviser representative at Hurley Financial Group, Inc.
13 yearsExperience
1 stateRegistered in
$406.5MFirm assets
26 yearsFirm in business
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Hurley Financial Group, Inc.Jul 2021 to now
- Geneos Wealth Management IncJul 2021 to now
- Charles Schwab & Co., Inc.Nov 2020 to Jul 2021
- OnehopeApr 2019 to Sep 2019
- Western Oregon UniversitySep 2018 to Dec 2020
- Pms Instrument CompanySep 2017 to Aug 2018
- Poole Family FarmsJun 2017 to Aug 2017
- Western Oregon UniversitySep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OR).
Hurley Financial Group, Inc.
$406.5MAssets managed
481Clients
4Advisers
26 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
- 7315901
- Firm CRD
- 108983