Daniel Stoakes, Cfp®, Clu®, Chfc®, Cep® Email and Phone Number
Daniel Stoakes, Cfp®, Clu®, Chfc®, Cep® work email
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Daniel Stoakes, Cfp®, Clu®, Chfc®, Cep® personal email
Flodder Financial Group focuses on helping oil industry executives and professionals take advantage of the great benefits that can be available in the oil industry. We help them develop personalized strategies to optimize their stock options and grants, deferred comp opportunities, and tax deferred or tax free retirement plans. Then when they are ready, we help them select and celebrate their retirement date or switch to a part time consulting strategy.We help them with the important pension decisions surrounding Lump Sum options and the possible benefits of Net Unrealized Appreciation (NUA) opportunities. Finally, we help them generate their retirement “paycheck” in a tax efficient manner and help them stay retired. During these key years we also help them protect against the bad things that can happen in life by helping them maintain appropriate wills and insurance plans.
Flodder Financial Group
View- Website:
- flodderfinancial.com
- Employees:
- 9
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Senior Manager Client StrategiesFlodder Financial Group Dec 2020 - PresentKaty, TxDaniel utilizes a strong background in implementation and planning with a focus on pensions and defined benefit plans to support clients in aligning their strategies and actions.
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Manager Client StrategiesFlodder Financial Group Apr 2019 - Dec 2020Katy, TxDaniel utilizes a strong background in implementation and planning with a focus on pensions and defined benefit plans to support clients in aligning their strategies and actions.
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Financial ConsultantAxa Advisors Aug 2015 - Apr 2019Dallas, TxIn business since 1859, AXA Equitable is a leading financial protection company and a premier provider of life insurance, annuities, and related financial services. AXA Group is #2 in sales according to statistics compiled by Forbes Magazine for its Forbes Global 2000 list of the world's biggest public entities (Diversified Insurance category) for 2012. AXA Equitable Life Insurance Company has been helping individuals develop financial strategies for over 150 years and as a member of… Show more In business since 1859, AXA Equitable is a leading financial protection company and a premier provider of life insurance, annuities, and related financial services. AXA Group is #2 in sales according to statistics compiled by Forbes Magazine for its Forbes Global 2000 list of the world's biggest public entities (Diversified Insurance category) for 2012. AXA Equitable Life Insurance Company has been helping individuals develop financial strategies for over 150 years and as a member of the renowned Retirement Benefits Group at AXA Advisors, LLC, Daniel works closely with local school districts and nonprofit organizations to plan for their employees' retirement goals. In addition he has many individual and business clients whom he assists, by helping them build sound financial futures through college planning, risk management, the accumulation of retirement assets, and estate questions. Show less -
Office ManagerHargrave Detailing, Inc. Aug 2014 - Jul 2015Irving, Tx• Create invoices, receive payments, and maintain accurate ledgers using QuickBooks Pro• Generate weekly payroll for 14 employees and manage employee benefit system• Interact with clientele via excellent customer service by phone, email, and direct communication -
Technology ConsultantClubcorp Sep 2014 - May 2015Irving, Tx• Design a technology platform to house the membership relations Gold Standard Form database• Introduce a new nomination form for member events• Develop work flow reporting capabilities using Microsoft SharePoint and Microsoft InfoPath -
Marketing And Sales AdvisorLynx Supplies Aug 2010 - Aug 2014Webster City, Iowa• Consulted for business expansion and risk allocation; resulted in building of brand new warehousing facilitieso Upgraded operating systems: Integrated traditional workstations with mobile production units which increased work flexibility and maximized efficiencyo Increased brand recognition: Decreased sales to cost ratio by 15% by introducing product lines into new market segments
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Warehouse Logistics AdvisorLynx Supplies Aug 2009 - Jul 2010• Responsible for product inventory and deliveries.• Coordinated with shipping companies and clients to make sure products were satisfactory and delivered on time.• Ran the operations of the warehouse; inventory upkeep, stocking, and product placement.
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Freshman Baseball CoachWebster City Community Schools May 2014 - Jul 2014Webster City, Iowa• Directed and managed the baseball operations for a team of 17 players• Organized efficient and thorough practices• Managed on field decision making for the team -
Resident AssistantNorthwood University Aug 2012 - May 2014Cedar Hill, Texas-Served as a liaison between the students and the Director of Residence Life.-Supervised a floor of residents, organized social and educational activities on and off campus, and undertook the position of a peer leader.-Managed administrative duties: maintenance request, incident reports, and maintained good communication. -
Financial Management ScholarFederal Deposit Insurance Corporation May 2013 - Aug 2013Dallas, Tx• Designed automated production report using Visual Basic, Excel Macros, and Pivot Tables• Saved 5 hours a week in labor efficiencies gained by automated production report usage• Published C level management report in Adobe Professional based on analysis and accuracy audit• Received Star Award for improving department efficiency and overall performance -
Varsity Assistant Baseball CoachWebster City Community Schools May 2012 - Aug 2012Webster City, Iowa• Maintained accurate and meaningful statistics based on head coaches philosophy• Taught the fundamentals and techniques of the game to a roster of 30 plus individuals• Prepared the playing surface for games
Daniel Stoakes, Cfp®, Clu®, Chfc®, Cep® Skills
Daniel Stoakes, Cfp®, Clu®, Chfc®, Cep® Education Details
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Business Analytics -
Northwood UniversityMarketing, Finance, And Economics -
Webster City High SchoolHs Diploma
Frequently Asked Questions about Daniel Stoakes, Cfp®, Clu®, Chfc®, Cep®
What company does Daniel Stoakes, Cfp®, Clu®, Chfc®, Cep® work for?
Daniel Stoakes, Cfp®, Clu®, Chfc®, Cep® works for Flodder Financial Group
What is Daniel Stoakes, Cfp®, Clu®, Chfc®, Cep®'s role at the current company?
Daniel Stoakes, Cfp®, Clu®, Chfc®, Cep®'s current role is Senior Manager Client Strategies at Flodder Financial Group.
What is Daniel Stoakes, Cfp®, Clu®, Chfc®, Cep®'s email address?
Daniel Stoakes, Cfp®, Clu®, Chfc®, Cep®'s email address is da****@****inc.com
What schools did Daniel Stoakes, Cfp®, Clu®, Chfc®, Cep® attend?
Daniel Stoakes, Cfp®, Clu®, Chfc®, Cep® attended Southern Methodist University - Cox School Of Business, Northwood University, Webster City High School.
What are some of Daniel Stoakes, Cfp®, Clu®, Chfc®, Cep®'s interests?
Daniel Stoakes, Cfp®, Clu®, Chfc®, Cep® has interest in Family, Cooking, Coaching, Outdoors, Wine Tasting, Coaching Baseball, Hiking, Athletics, Researching New Enterprises, Hunting.
What skills is Daniel Stoakes, Cfp®, Clu®, Chfc®, Cep® known for?
Daniel Stoakes, Cfp®, Clu®, Chfc®, Cep® has skills like Leadership, Social Media, Public Speaking, Social Networking, Business Strategy, Client Education, Coaching, Financial Planning, Wealth Accumulation, Insurance Strategies, Investment Advisory Services.
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