Harold Dance Investments

Harold Dance Investments (CRD# 1582) is a financial advisory firm headquartered in Logan, UT. They manage $32,054,461 in 301 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    301
    ACCOUNTS
  • Average Account Value
    $106,493
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID, UT

Financial Advisors at Harold Dance Investments
Showing 1 - 5 of 5 top financial advisors.
1
Kent B. Haueter
CRD#: 843840
360 North Main, Logan, UT 84321
96
Wealthminder
score

Kent Haueter (CRD# 843840) is an Investment Advisor Representative working at Harold Dance Investments in Logan, UT and has over 33 years of experience in the finance industry. Kent Haueter 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.

2
Daniel J. Neeley
CRD#: 5556337
360 North Main, Logan, UT 84321
93
Wealthminder
score

Daniel Neeley (CRD# 5556337) 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
Stephen F. Neeley
CRD#: 3235100
360 North Main, Logan, UT 84321
93
Wealthminder
score

Stephen Neeley (CRD# 3235100) is an Investment Advisor Representative working at Harold Dance Investments in Logan, UT and has over 17 years of experience in the finance industry.

4
Jack W. Peterson
CRD#: 3110933
360 North Main, Logan, UT 84321
93
Wealthminder
score

Jack Peterson (CRD# 3110933) is an Investment Advisor Representative working at Harold Dance Investments in Logan, UT and has over 18 years of experience in the finance industry.

5
Aaron J. Neeley
CRD#: 6001558
360 North Main, Logan, UT 84321
87
Wealthminder
score

Aaron Neeley (CRD# 6001558) is an Investment Advisor Representative working at Harold Dance Investments in Logan, UT and has 1 year of experience in the finance industry.

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