Unclaimed Profile

Daniel Sean Gilligan

LARSON FINANCIAL GROUP, LLC·SAINT LOUIS, Missouri

SIE, Series 3, Series 7, Series 9, Series 10, Series 24, Series 51, Series 52TO, Series 53, Series 63, Series 65, Series 66Clean record21 years registeredLARSON FINANCIAL GROUP, LLC

1015 CORPORATE SQUARE DR., SAINT LOUIS, MO 63132CRD# 2753792Firm CRD# 140599

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Sean Gilligan · SAINT LOUIS, MO

Registration

CRD #2753792 · LARSON FINANCIAL GROUP, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LARSON FINANCIAL GROUP, LLC

WELLS FARGO ADVISORS

Aug 2023 – Oct 2025

ST. LOUIS, MO

VCI WEALTH MANAGEMENT LLC

May 2023 – Aug 2023

SAINT LOUIS, MO

AE WEALTH MANAGEMENT, LLC

Dec 2022 – Aug 2023

St Louis, MO

EFS ADVISORS

Jan 2022 – Nov 2022

Fenton, MO

MML INVESTORS SERVICES, LLC

Jun 2017 – Jan 2020

Chesterfield, MO

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Mar 2015 – Mar 2017

ST LOUIS, MO

LARSON FINANCIAL GROUP, LLC

Jan 2014 – Mar 2015

SAINT LOUIS, MO

WELLS FARGO ADVISORS, LLC

Jan 2008 – Aug 2010

ST. LOUIS, MO

A. G. EDWARDS & SONS, INC.

Jul 2005 – Jan 2008

ST. LOUIS, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 24

Series 51

Series 52TO

Series 53

Series 63

Series 65

Series 66

Registration record

First registered · July 12, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LARSON FINANCIAL GROUP, LLC

CRD 140599 · SEC 801-71543

AUM

$2.7B

Regulatory assets under management

Employees

21,684 client accounts

Services offered by LARSON FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LARSON FINANCIAL GROUP, LLC →

Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAINT LOUIS?

Browse all registered financial advisors in SAINT LOUIS, Missouri or claim this profile if it's yours.

Browse SAINT LOUIS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Daniel Sean Gilligan offer?

Daniel Sean Gilligan specializes in Financial Planning, Investment Management.

What are Daniel Sean Gilligan's credentials?

Daniel Sean Gilligan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Sean Gilligan located?

Daniel Sean Gilligan is based in SAINT LOUIS, Missouri, last registered with LARSON FINANCIAL GROUP, LLC.

How does Daniel Sean Gilligan charge for services?

Daniel Sean Gilligan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LARSON FINANCIAL GROUP, LLC?

LARSON FINANCIAL GROUP, LLC has approximately 75 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →