Daniel Yergan (CRD# 6950444) is an Investment Advisor Representative working at Fidato Wealth LLC in Middleburg Heights, OH and has over 3 years of experience in the finance industry. Daniel Yergan 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.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidato Wealth LLC | Middleburg Heights, OH | May 2023 - Current | 1 |
| Valmark Financial Group | Akron, OH | May 2018 - May 2023 | 5 |
| Production Packaging | Warren, OH | Jul 2010 - Oct 2019 | 9 |
| Treloar & Heisel | New Castle, PA | Jan 2018 - Apr 2018 | < 1 |
| Trumbull Industries | Warren, OH | May 2017 - Dec 2017 | < 1 |
| Youngstown Business Incubator | Youngstown, OH | May 2016 - Aug 2017 | 1 |
| Creative Stream Marketing | Canfield, OH | Apr 2012 - Aug 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- OH
-
Total Assets Under Management334MILLIONS
-
Total Number of Accounts965ACCOUNTS
-
Average Account Value$346,582
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, OH, TX
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