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Daniel Yerger (AIF®, CFP®, ChFC®, MBA)

Daniel Yerger focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Corporate Executives
  • Divorce Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs

NAPFA Start Date

December 20, 2019

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

720 100 Year Party Court Suite 300 Longmont, CO 80504 Phone: (303) 600-3757
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