Dana Hornquist, CFP®, NAPFA-RA
Golden Valley, Minnesota, 55422
Member Since 2009
Your financial goals are our highest priority. We have the knowledge, experience and integrity to help you achieve what is most important to you; financial independence, a secure and comfortable retirement, college education for your children, travel, a second home, are familiar goals we help our clients with. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first. We are a NAPFA-Registered Financial Advisor firm.
My Location
Background Information
Years of Financial Experience
- 15
Education
- Gustavus Adolphus College (BA/Economics)
Certifications and Designations
- CFP®
- NAPFA-RA
Association Memberships
- NAPFA
- FPA
- Twin Cities Estate Planning Council
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- TD Ameritrade Instiutuional
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 141923
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Hornquist Financial
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Minnesota
Disclosure(s)
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Hourly
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Review Current Portfolios
Investment Products
- Mutual Funds, Securities, REITs, Exchange Traded Funds
Visit Website - http://www.hornquist.com
