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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-26 |
| KS | RA | APPROVED | 2023-04-26 |
| TX | RA | APPROVED_RES | 2023-04-26 |
Branch Locations
3705 Clinton Pkwy Suite 200, Lawrence, KS 66047 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 04/2023 |
| Afa Inc Dba Affinity Financial Advisors | Lawrence | KS | 01/2020 | 04/2023 |
| Afa Inc | Lawrence | KS | 04/2021 | 04/2023 |
| Afa Inc Dba Mcdaniel Knutson Financial Partners | Lawrence | KS | 12/2009 | 04/2023 |
| Aw Securities | Folsom | CA | 04/2023 | Present |
1-FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: VARIES, APX # OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, DISABILITY, ANNUITIES AND LONG-TERM CARE 2-NAME OF OTHER BUSINESS: DOUGLAS COUNTY CASA INC ; INVESTMENT RELATED: NO ; 1009 NEW HAMPSHIRE STE A & B, LAWRENCE, KS 66044 ; NATURE OF BUSINESS: CHILD ADVOCACY ; START DATE: 01/2017 ; POSITION/TITLE/RELATIONSHIP: ADVOCATE APX # OF HOURS PER WEEK: 2 ; APX # OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: REPRESENT THE CHILDS WISHES TO THE COURT ; 3-NAME OF OTHER BUSINESS: NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS(NAIFA); INVESTMENT RELATED: NO; 25 S KANSAS AVE STE 500 TOPEKA, KS 66612; NATURE OF BUSINESS: NON-PROFIT GROUP; START DATE: 7/2021; POSITION/TITLE/RELATIONSHIP: INVESTMENT COMMITTEE MEMBER ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 HOUR; APX # OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: LEAD DISCUSSION ON INVESTMENT RISK; 4-NAME OF OTHER BUSINESS: AFA INC DBA MCDANIEL KNUTSON FINANCIAL PARTNERS ; INVESTMENT RELATED: YES ; SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 04/2021 ; POSITION/TITLE/RELATIONSHIP: CO-OWNER / FINANCIAL PROFESSIONAL ; APX # OF HOURS PER WEEK: 15-20 APX # OF HOURS DURING TRADING HOURS: 15-20 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES ; 5. Corkel Inc, LLC - owned by the McDaniel Family Living Trust of which I am a trustee - started in 10/2025 - no hours are devoted to this per month, and compensation is 33 1/3% of the profits earned - this was created for the benefit of our children Corrie & Kevin, to which the other 66 2/3% of profits go to.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1980-03-13 |
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