Danen Coalson
Coalson Financial Services · Las Cruces, New Mexico
Danen Coalson is a fee-only financial advisor at Coalson Financial Services in Las Cruces, New Mexico, who holds the CFP credential. Coalson Financial Services reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Coalson Financial Services |
|---|---|
| Based in | Las Cruces, New Mexico |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $13.6M across 56 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NM · CRD 3251315 |
| Exams passed | Series 63 (1999) · Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Danen's firm compares
- Coalson Financial Services's average account is about $243,000, from its Form ADV (assets managed divided by 56 accounts).
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Questions about Danen
Is Danen Coalson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Danen holds no broker registration, and Coalson Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Danen charge for financial advice?
Danen's firm, Coalson Financial Services, reports charging a percentage of assets on its SEC Form ADV.
Where is Danen Coalson based?
Danen Coalson is based in Las Cruces, New Mexico.
What credentials does Danen Coalson hold?
Danen Coalson holds the CFP credential.
Is Danen Coalson registered with the SEC?
Yes. Danen Coalson is registered as an investment adviser representative in NM (CRD 3251315), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Coalson Financial Services manage?
Coalson Financial Services reports $13.6M across 56 accounts in assets under management.
How do I contact Danen Coalson?
Contact details aren't on file yet. Search for Coalson Financial Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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