Chief Financial Officer · Sammons Financial Group Asset Management, LLC
Daniel E. Edsen
CRD 6170133 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Sammons Financial Group Asset Management, LLC, an SEC-registered asset manager based in West DES Moines, IA with $122.0 billion in regulatory assets, lists Daniel E. Edsen on its Form ADV as Chief Financial Officer, a control person. The SEC filings also name Daniel at 1 other registered adviser.
Firms and roles
- Sammons Financial Group Asset Management, LLCChief Financial OfficerAsset manager · West DES Moines, IA · $122B in regulatory assets
- Beacon Capital Management, Inc.TreasurerAsset manager · Dayton, OH · $4.3B in regulatory assets
AtlasMembers
Daniel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Brett L. AgnewGeneral Counsel, Sammons Financial Group Asset Management, LLC
- Daniel J. SnyderChief Compliance Officer, Sammons Financial Group Asset Management, LLC
- Sergi G TurabelidzeChief Investment Officer, Sammons Financial Group Asset Management, LLC
- Emily M. DammanPresident, Beacon Capital Management, Inc.
- Tyler J. MaysAVP, Business Operations, Beacon Capital Management, Inc.
2 more people named with Daniel on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.