Waddell & Reed, Inc. - Longmont Colorado

CONNECT

Address:

402 Main Street
Longmont, CO 80501

Phone:

Office (970)-226-5800 x130, Direct (720) 600-6716

Fax/Other:

970-226-5802

About Daniel Yerger - Financial Advisor

          Professional: Daniel's focus is Financial Planning for individuals, families, and business owners. His greatest passion is helping create individualized financial plans for clients that are unique to their circumstances, rather than applying a one-size fits all philosophy like many other broker/dealers. Providing custom tailored financial planning for clients, Daniel applies a high standard of care for each client, providing financial recommendations for investments and quotes for insurance that are personalized for each client. Holding Series 7 & 66 licenses, Daniel can work on a fee-only or fee & commission basis per the needs of the client.

         Personal: A Northern Colorado resident, Daniel grew up in the Longmont area and received his Bachelors degree from the University of Colorado Denver, before completing his Masters of Business Administration with a certification in Finance at Colorado State University. Concurrently with his education, Daniel served for six years in the United States Army, and worked in IT Services at IBM in Boulder after his honorable discharge. Daniel now lives in Longmont, serving clients predominantly in Longmont and the surrounding areas. He is a member of the Longmont Area Chamber of Commerce and serves as Vice-President for the Association of the United States Army Denver Centennial Chapter.

 

Waddell & Reed is not affiliated with any organizations listed herein.

 

08/17