Daren Halvorson, financial advisor Coon Rapids MN

Daren Halvorson

CRD Number: 7066221
Current Firm: Raymond James Financial Services Advisors, Inc.

Daren Halvorson (CRD# 7066221) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Coon Rapids, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Missionbridge Wealth Coon Rapids, MN Oct 2022 - Current 1
Raymond James Financial Services, Inc. Coon Rapids, MN Sep 2022 - Current 1
Raymond James Financial Services Advisors, Inc. Coon Rapids, MN Sep 2022 - Current 1
Moxie Wealth Management Minneapolis, MN Nov 2021 - Sep 2022 < 1
Securian Financial Services Saint Paul, MN Dec 2020 - Sep 2022 1
Minnesota Life Insurance Company Saint Paul, MN Dec 2020 - Sep 2022 1
North Star Resource Group Saint Paul, MN Dec 2020 - Sep 2022 1
Shipt St. Paul, MN May 2020 - Nov 2021 1
Cri Securities Saint Paul, MN Dec 2020 - Oct 2021 < 1
Northwestern Mutual Mendota Heights, MN Feb 2019 - Apr 2020 1
Gertens Inver Grove Heights, MN Mar 2016 - Dec 2018 2
Benson Property St. Paul, MN Jun 2018 - Aug 2018 < 1
The University Of Northwestern St. Paul, MN Sep 2016 - May 2017 < 1
South St. Paul Secondary High School South St Paul, MN Jan 2009 - Jun 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2021
Contact Info for Daren Halvorson
Phone Number: 727-567-3020
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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