Daniel Nottingham

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Derby, KS 67037

Credentials

CFP®, Series 66

Industry experience

11 years

Expertise

Charitable giving & philanthropy General estate planning guidance Early retirement planning Planning for children with special needs

Work history

Edward Jones

2014 - Present (12 years)

Burns and McDonnell

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Robert M

Series 63, Series 65

Wichita, KS

Merrill

Robert Moore is a Senior Resident Director with Merrill, where he works closely with individuals and businesses to help them define and pursue their financial goals. He assists clients with college education planning, family wealth management, legacy planning, retirement income strategies, and other aspects of personalized wealth management. Bob began his career in the financial services industry with Merrill Lynch Wealth Management in 1983. He holds a bachelor's degree from Emporia State University and has earned several professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is also a member of the Financial Planning Association. In addition to his professional activities, Robert is involved in community service as a board member of the Dominican Sisters of Peace and the Sedgwick County Historical Society. He enjoys basketball, biking, and spending time with his family.

Wealth management General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Charitable giving & philanthropy

Shane E

Series 66

Wichita, KS

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Educators, Teachers, and Academics

Chad P

Series 63, Series 66

Wichita, KS

Edward Jones

Retirement income strategy General retirement planning Wealth management

Todd R

Series 63, Series 66

Haysville, KS

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner

Jon L

CFP®, Series 66

Mulvane, KS

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies

Kelly F

Series 63, Series 66

Derby, KS

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Wealth management General estate planning guidance Military & Veterans Founder/Business Owner
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