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Daniel Anthony Toman

Mariner

Sacramento, CA

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-09
  • CA RA
    APPROVED
    Since 2024-01-09

Branch Locations

601 University Ave Suite 265, Sacramento, CA 95825 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network San Diego CA 08/2014 01/2024
Cynthia Meyers Cfp Sacramento CA 08/2014 07/2018
Confluence Financial Planning, Llc Sacramento CA 06/2018 01/2024
Viewpoint Financial Network Sacramento CA 06/2018 01/2024
Mariner Wealth Advisors Overland Park KS 01/2024 Present
  • 08/2014 → 01/2024
    Commonwealth Financial Network
    San Diego, CA
  • 08/2014 → 07/2018
    Cynthia Meyers Cfp
    Sacramento, CA
  • 06/2018 → 01/2024
    Confluence Financial Planning, Llc
    Sacramento, CA
  • 06/2018 → 01/2024
    Viewpoint Financial Network
    Sacramento, CA
  • 01/2024 → Present
    Mariner Wealth Advisors
    Overland Park, KS
Previous Registrations
  • 2014-08-12 → 2023-12-31
    Commonwealth Financial Network
    San Diego, CA
    Sacramento, CA
  • 2013-09-30 → 2014-08-15
    Financial Telesis Inc
    Walnut Creek, CA
    Sacramento, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-12-31
  • S63 Uniform Securities Agent State Law Examination
    2002-12-31
Designations

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ROBERT W. BAIRD & CO. INCORPORATED
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

EDWARD SAL GUANILL
GARY PETER LIBHART
PAIGE DETER FARRELL
Heather Story
ROSS BEARDSLEE LEVINE
ANDREA LYNN SILVA
LOEL GLEN HEUPEL
JEFFREY I BEDELL

Other Offices

GUANILL WEALTH MANAGEMENT · SACRAMENTO, CA
ENDEAVOR FINANCIAL PLANNING · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
ROBERT W. BAIRD & CO. INCORPORATED · SACRAMENTO, CA

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