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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          Welcome! My name is Daniel Yerger, 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 surrounding areas. I strongly believe that everyone should have a vision for their financial future, and I’m here to help them ndevelop the goals they need in order to pursue your future.

          Please, feel free to explore the site and look at some of the articles and resources available to you. I believe that knowledge is the most powerful tool at your disposal and if you have any questions, I’m always willing to schedule a complimentary, no obligation consultation.