Daniel Haines (CRD# 6868330) is an Investment Advisor Representative working at Summitview Advisors in Ada, MI and has 1 year of experience in the finance industry. Daniel Haines 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# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summitview Advisors | Grand Rapids, MI | Aug 2018 - Current | 5 |
| Zhang Financial LLC | Kalamazoo, MI | Oct 2017 - Aug 2018 | < 1 |
| Greenleaf Trust | Kalamazoo, MI | Nov 2013 - Sep 2017 | 3 |
- MI
- TX
-
Total Assets Under Management71MILLIONS
-
Total Number of Accounts414ACCOUNTS
-
Average Account Value$172,161
- 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
- Selection of other advisers (including private fund managers)
MI, TX
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