hero-image

Waddell & Reed, Inc. - Longmont Colorado

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

Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

View Calculators

Videos

We have interesting videos for you to watch on my site.

View Videos

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.