Daniel Kline (CRD# 5493133) is an Investment Advisor Representative working at Fair Winds Financial Planning in Papillion, NE and has over 16 years of experience in the finance industry. Daniel Kline 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# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
CRD# 4758589
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fair Winds Financial Planning LLC | Papillion, NE | Apr 2024 - Current | < 1 |
| First National Bank Of Omaha | Omaha, NE | Jul 2014 - Mar 2024 | 9 |
| Massmutual | Omaha, NE | Sep 2008 - Jul 2014 | 5 |
| Mml Investors Services, Inc. | Omaha, NE | Sep 2008 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2008 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- NE
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
NE
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