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Daniel John Ahl

Family Investment Center

Saint Joseph, MO

CRD 7439648

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Employer firm

Family Investment Center CRD 113799

$689M regulatory AUM 60 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Family Investment Center

3805 Beck Road, Saint Joseph, MO 64506 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-09-26
MO RA APPROVED 2025-09-26
TX RA APPROVED 2025-09-26
  • KS RA
    APPROVED
    Since 2025-09-26
  • MO RA
    APPROVED
    Since 2025-09-26
  • TX RA
    APPROVED
    Since 2025-09-26

Branch Locations

3805 Beck Road, Saint Joseph, MO 64506 • 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
Ssc Technologies Kansas City MO 11/2014 07/2021
Northwestern Mutual Life Insurance Company Milwaukee WI 10/2021 07/2023
Northwestern Mutual Investment Services Llc Davenport IA 05/2022 07/2023
Northwestern Mutual Wealth Management Company Milwaukee WI 08/2022 07/2023
Northwestern Mutual Davenport IA 10/2021 07/2023
Tower Trust & Investment Company Davenport IA 08/2023 08/2025
Family Investment Center St. Joseph MO 09/2025 Present
Family Investment Center St. Joseph MO 09/2025 Present
  • 11/2014 → 07/2021
    Ssc Technologies
    Kansas City, MO
  • 10/2021 → 07/2023
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 05/2022 → 07/2023
    Northwestern Mutual Investment Services Llc
    Davenport, IA
  • 08/2022 → 07/2023
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 10/2021 → 07/2023
    Northwestern Mutual
    Davenport, IA
  • 08/2023 → 08/2025
    Tower Trust & Investment Company
    Davenport, IA
  • 09/2025 → Present
    St. Joseph, MO
  • 09/2025 → Present
    St. Joseph, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-15
S63 Uniform Securities Agent State Law Examination 2022-07-08
  • S65 Uniform Investment Adviser Law Examination
    2025-07-15
  • S63 Uniform Securities Agent State Law Examination
    2022-07-08
Other Names
  • Dan Ahl
  • Daniel Ahl

View on SEC IAPD

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