Daniel Herman (CRD# 7476180) is an Investment Advisor Representative working at Classic Financial & Investment Services, Inc. in Niwot, CO and has 1 year of experience in the finance industry.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 3073220
Lpl Financial LLC
CRD# 2520368
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Boulder, CO | Nov 2021 - Current | 2 |
| Jpmorgan Chase Bank, N.a. | Boulder, CO | Nov 2021 - Current | 2 |
| Unemployed | Niwot, CO | Sep 2021 - Oct 2021 | < 1 |
| Suez Water Technologies & Solutions -- Robert Half Agency | Boulder, CO | Feb 2020 - Aug 2021 | 1 |
| Unemployed | Niwot, CO | Dec 2019 - Jan 2020 | < 1 |
| Bds Analytics -- Robert Half Agency | Boulder, CO | Aug 2019 - Nov 2019 | < 1 |
| Dish Network -- Robert Half Agency | Thornton, CO | Jan 2019 - Aug 2019 | < 1 |
| Classic Financial Investment Services, Inc. | Boulder, CO | Aug 2016 - Jan 2019 | 2 |
| Target Stores Incorporated | Boulder, CO | May 2013 - Jan 2019 | 5 |
| Emerson College | Boston, MA | Jan 2014 - May 2016 | 2 |
| Emerson College | Boston, MA | Sep 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- CO
-
Total Assets Under Management56MILLIONS
-
Total Number of Accounts166ACCOUNTS
-
Average Account Value$339,204
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, CO, TX
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