Chairman of the Board, Principal · Family Investment Center
Thaddus "dan" S Danford
CRD 3067053 · Named on Form ADV at one SEC-registered adviser
At a glance
Family Investment Center, an SEC-registered wealth manager based in Saint Joseph, MO with $689 million in regulatory assets, lists Thaddus "dan" S Danford on its Form ADV as Chairman of the Board, Principal, a control person.
Firms and roles
- Family Investment CenterChairman of the Board, PrincipalWealth manager · Saint Joseph, MO · $689M in regulatory assets
AtlasMembers
Thaddus’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 1998 (28 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Thaddus’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Richard C. SalmenChief Executive Officer, Principal, Family Investment Center
- Taren R. McMurrayPresident , Principal, Family Investment Center
- Nathan C. GoodmanChief Operating Officer, Principal, Chief Compliance Officer, Family Investment Center
- Samuel D. HarrisonChief Investment Officer, Family Investment Center
- Jill M. MooreChief Administrative Officer, Family Investment Center
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thaddus’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.