# DANEN WALLIS COALSON

DANEN WALLIS COALSON is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with COALSON FINANCIAL SERVICES, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [COALSON FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/148603) | 2008-12-18 | present | Yes |
| [ESSENTIAL FINANCIAL PLANNING, INC.](https://search.stillhousedata.com/firm/115731) | 2006-10-31 | 2008-03-28 | — |
| [THORNBURG INVESTMENT MANAGEMENT INC](https://search.stillhousedata.com/firm/106357) | 2004-04-26 | 2006-11-14 | — |
| [UNIVERSAL ADVISORY SERVICES INC](https://search.stillhousedata.com/firm/106192) | 2003-02-10 | 2003-05-22 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3251315)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3251315.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.