Daniel Hardt, financial advisor Casselberry FL
96 score

Daniel Hardt

CRD Number: 1187892
Current Firm: G. A. Repple & Company

Daniel Hardt (CRD# 1187892) is an Investment Advisor Representative working at G. A. Repple & Company in Casselberry, FL and has over 33 years of experience in the finance industry. Daniel Hardt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
G.a. Repple & Company Casselberry, FL Jul 2005 - Current 11
Daniel Hardt Financial Services Louisville, KY Sep 2003 - Current 13
Provident Mutual Ins Co Phila, PA Jun 1995 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1983
S65 NASAA Investment Advisors Law Examination Sep 1995
Contact Info for Daniel L. Hardt
Phone Number: 407-339-9090
Firm Website: http://www.garepple.com
Registered State(s):
  • FL
  • IN
  • KY
  • OK
  • GA
  • MI
  • NE
  • OR
  • VA
  • WI
By the Numbers
  • Total Assets Under Management
    208
    MILLIONS
  • Total Number of Accounts
    1,439
    ACCOUNTS
  • Average Account Value
    $144,454
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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