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4450 Belden Village Ave Nw Suite 704, Canton, OH 44718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-29 |
| AR | RA | APPROVED | 2020-02-11 |
| TN | RA | APPROVED | 2020-01-31 |
Branch Locations
4450 Belden Village Ave Nw Suite 704, Canton, OH 44718 • United States
920 W. 2Nd Street Ste 204, Little Rock, AR 72201 • United States
13015 Hwy 135 N, Paragould, AR 72450 • United States
13015 Hwy 135 N, Paragould, AR 72450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stidham Financial Services Inc. | Paragould | AR | 07/2014 | Present |
| Visionpoint Advisory Group, Llc | Paragould | AR | 12/2017 | 05/2018 |
| Aan Wealth Advisors Llc | Canton | OH | 11/2019 | Present |
| Strategic Planning Associates | Paragould | AR | 04/2019 | 10/2019 |
Daniel Stidham is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Strategic Planning Associates always acts in the best interest of the client; including in the sale of commission-able products to advisory clients. Clients are in no way required to implement the plan through any representative of Strategic Planning Associates in their capacity as a licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-12 |
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