Daniel Hoban
Advisor at Spectrum Financial Resources
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Spectrum Financial Resources
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Troy, MI 48084
Credentials
Series 63, Series 66
Industry experience
43 years
Daniel Hoban is a financial advisor with Spectrum Financial Resources in Troy, MI, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has worked at United Planners' Financial Services since 2009 and has been involved with Spectrum Financial Resources since 2006. Outside of advisory work, Hoban is a tax preparer and a notary public. Spectrum Financial Resources provides financial planning, advisory consulting, and portfolio management to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to build portfolios, offering both discretionary and non-discretionary management with ongoing supervision and re-optimization.
Based on Spectrum Financial Resources
Based on Spectrum Financial Resources
$0 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.75% annually $1,000,001 - $5,000,000: 1.00% annually $5,000,001+: Negotiable
Commissions may be earned when implementing financial planning recommendations through IARs as registered representatives.
Consulting services at $75 per hour
Account minimum: $25,000 Minimum fee: Financial Planning minimum fee: $1,500
1661 W. Big Beaver
Troy, MI 48084
Michigan · Texas
Daniel Hoban
2020 - 2022 (2 years)
Spectrumfr tax service
2016 - 2019 (3 years)
Spectrumfr Tax Service
2016 - 2019 (3 years)
United Planners' Financial Services
2009 - Present (17 years)
Spectrum Financial
2007 - Present (19 years)
Spectrum Financial Resources, LLC
2006 - Present (20 years)
Daniel Hoban
2005 - Present (21 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
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