Waddell & Reed, Inc. - Longmont Colorado

402 Main Street
Longmont, CO 80501
  • Office (970)-226-5800 x130
  • Direct (720) 600-6716
  • 970-226-5802

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Please feel free to contact us with any questions.

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Welcome, My name is Daniel Yerger, MBA, CFP®, AIF®, and I'm a Financial Advisor with Waddell & Reed. It is my passion and purpose to provide quality personalized financial planning services in Longmont and the surrounding area. I strongly believe that everyone should have a vision for their financial future and I'm here to help them develop the goals they need in order to pursue their future.

Feel free to look around the site and if you'd like, schedule a no obligation complimentary consultation.