Advisor at Coalson Financial Services, LLC
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Firm
Coalson Financial Services, LLC
Location
Las Cruces, NM 88001
Credentials
CFP®, Series 63, Series 65
Industry experience
21 years
Danen Coalson is the principal advisor at Coalson Financial Services, LLC in Las Cruces, NM. He holds the CFP® designation and Series 63 and 65 licenses, with 21 years of industry experience, including 18 years leading his own firm. Coalson Financial Services has an ownership interest in a local medical practice. Coalson Financial Services serves primarily retired or near-retirement individual clients, offering customized financial planning and portfolio management focused on retirement distribution, income generation, and capital preservation. The firm emphasizes aligning portfolios with client goals and risk tolerance through quantitative and fundamental analysis, operating mainly on a non-discretionary basis with frequent client interaction.
Based on Coalson Financial Services, LLC
$0 - $500,000: 1% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.5% $2,000,001+: 0.25%
Minimum fee: $1,000 annually
500 North Church Street
Las Cruces, NM 88001
New Mexico
Coalson Financial Services, LLC
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Las Cruces, NM
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Marshall Investment Management, LLC
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