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Principal · Financially Speaking Inc

Daniel J. Luccock

CRD 5504489 · Named on Form ADV at one SEC-registered adviser

At a glance

Financially Speaking Inc, an SEC-registered wealth manager based in Greenwood Village, CO with $165 million in regulatory assets, lists Daniel J. Luccock on its Form ADV as Principal.

Firms and roles

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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 the firm
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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

Something 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.