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RIA / WealthAdvisor31 years in industry

DANIEL GLENN STAFFORD

Advisor at ASSUREDPARTNERS INVESTMENT ADVISORS

Madison, WI

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Search this name across graphsid dfx:ria:ea679ff3-5608-9e3b-e0af-5de666aa3209

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 10, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ASSUREDPARTNERS INVESTMENT ADVISORS
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 19, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Jan 19, 1995
First registration: Apr 10, 2000
Dual registered: no
Other names: DAN STAFFORD|DANIEL G STAFFORD
IAPD individual key: 1119195

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASSUREDPARTNERS INVESTMENT ADVISORS	Mixed wealth	Jan 25, 2023	n/a	yes	Madison, WI	Current employment
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Nov 27, 2013	Jan 23, 2023	no	MADISON, WI	Previous registration
HARBOUR INVESTMENTS, INC.	Independent wealth	Oct 4, 2011	Apr 1, 2013	no	MADISON, WI\|MADISON, WI	Previous registration
COORDINATED CAPITAL SECURITIES, INC.	Independent wealth	Aug 18, 2009	Sep 30, 2011	no	MADISON, WI	Previous registration
BAKER TILLY INVESTMENT ADVISORS	Former SEC adviser	Apr 10, 2000	Jul 9, 2009	no	MADISON, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INDEPENDENT FINANCIAL PARTNERS	ASSUREDPARTNERS INVESTMENT ADVISORS	Jan 23, 2023	Jan 25, 2023	2	Firm change	Ibd to RIA
HARBOUR INVESTMENTS, INC.	INDEPENDENT FINANCIAL PARTNERS	Apr 1, 2013	Nov 27, 2013	240	Firm change	Other
COORDINATED CAPITAL SECURITIES, INC.	HARBOUR INVESTMENTS, INC.	Sep 30, 2011	Oct 4, 2011	4	Firm change	Other
BAKER TILLY INVESTMENT ADVISORS	COORDINATED CAPITAL SECURITIES, INC.	Jul 9, 2009	Aug 18, 2009	40	Firm change	Other

Relationships

Registered with (5)

→ ASSUREDPARTNERS INVESTMENT ADVISORSRegistered adviserregistration: current employment
Jan 25, 2023 to presentfactForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Nov 27, 2013 to Jan 23, 2023factForm ADV
→ HARBOUR INVESTMENTS, INC.Registered adviserregistration: previous registration
Oct 4, 2011 to Apr 1, 2013factForm ADV
→ COORDINATED CAPITAL SECURITIES, INC.Registered adviserregistration: previous registration
Aug 18, 2009 to Sep 30, 2011factForm ADV
→ BAKER TILLY INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Apr 10, 2000 to Jul 9, 2009factForm ADV

Dated events

Occurred
Jan 23, 2023
Advisor changed firm
Daniel Glenn Stafford left Independent Financial Partners for Assuredpartners Investment Advisors (registered 2023-01-25)
Form ADVobserved 6 days ago