Harold Dance Investments

Harold Dance Investments (CRD# 1582) is a financial advisory firm headquartered in Logan, UT. They manage $119,000,000 in 207 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    207
    ACCOUNTS
  • Average Account Value
    $574,879
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, UT

Financial Advisors at Harold Dance Investments
Showing 1 - 7 of 7 top financial advisors.
1
Kent B. Haueter
CRD#: 843840
72 E Center Street, Logan, UT 84321

Kent Haueter (CRD# 843840) is an Investment Advisor Representative working at Harold Dance Investments in Logan, UT and has over 41 years of experience in the finance industry.

2
Aaron J. Neeley
CRD#: 6001558
72 E Center Street, Logan, UT 84321

Aaron Neeley (CRD# 6001558) is an Investment Advisor Representative working at Harold Dance Investments in Logan, UT and has over 8 years of experience in the finance industry.

3
Daniel J. Neeley
CRD#: 5556337
72 E Center Street, Logan, UT 84321

Daniel Neeley (CRD# 5556337) is an Investment Advisor Representative working at Harold Dance Investments in Logan, UT and has over 15 years of experience in the finance industry.

4
Stephen F. Neeley
CRD#: 3235100
72 E Center Street, Logan, UT 84321

Stephen Neeley (CRD# 3235100) is an Investment Advisor Representative working at Harold Dance Investments in Logan, UT and has over 24 years of experience in the finance industry.

5
Jack W. Peterson
CRD#: 3110933
72 E Center Street, Logan, UT 84321

Jack Peterson (CRD# 3110933) is an Investment Advisor Representative working at Harold Dance Investments in Logan, UT and has over 25 years of experience in the finance industry.

6
Patty S. Bartholomew
CRD#: 7086050
72 E Center Street, Logan, UT 84321

Patty Bartholomew (CRD# 7086050) is an Investment Advisor Representative working at Harold Dance Investments in Logan, UT and has over 5 years of experience in the finance industry.

7
Kristilyn Wilkinson
CRD#: 7488891
72 E Center Street, Logan, UT 84321

Kristilyn Wilkinson (CRD# 7488891) is an Investment Advisor Representative working at Harold Dance Investments in Logan, UT and has over 2 years of experience in the finance industry.

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