Advisor at Insurance & Wealth Advisors, Llc.
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.
Firm
Insurance & Wealth Advisors, Llc.
Location
Coolidge, AZ
Credentials
Series 63, Series 65
Industry experience
31 years
Commissions earned for insurance-related activities separate from advisory fees
Insurance & Wealth Advisors
2020 - Present (6 years)
Insurance & Wealth Advisors, Llc.
2019 - 2020 (1 year)
Tree Line Capital
2017 - 2019 (2 years)
Wfg Advisors, Lp
2011 - 2016 (5 years)
Wfg Investments, Inc.
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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 66
Casa Grande, AZ
Fidelity
Daralyn Ward is an Investment Consultant at Fidelity Investments, a role she has held since 2021. In her position, she works closely with clients to develop personalized financial strategies that align with their goals, values, and lifestyles. Daralyn's approach involves understanding what matters most to her clients and building tailored plans to help them achieve their financial objectives. Outside of her professional work, she enjoys activities such as cooking and baking, football, hiking, reading, traveling, and spending time with her pets.
CFP®, Series 66
Casa Grande, AZ
Root Financial Partners
CFP®, Series 63, Series 65
Coolidge, AZ
J. W. Cole Advisors, Inc.
Series 63, Series 65
Florence, AZ
GWN Securities Inc.
Series 63, Series 65
Coolidge, AZ
Cambridge Investment Research Advisors
Series 63, Series 66
Casa Grande, AZ
Fidelity
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")