Daniel Nance, CFP®

Portland, Oregon, 97201
advisor

Member Since 2008

Cedar Mountain Advisors, LLC is a boutique-consulting firm offering comprehensive financial planning and asset management services. We serve as independent wealth management consultants to individuals, professionals, and business owners. Objectivity and real world expertise are the fundamental values of our firm. We have experience in the areas of investment analysis, asset management, business and financial planning.
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My Location

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 Background Information

  • Years of Financial Experience

    • 14

  • Education

    • Linfield College (BA Business)

  • Certifications and Designations

    • CFP®

  • Association Memberships

    • CFP Board of Standards

  • 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)

    • Pershing
    • National Financial

  • Types of Financial Reports

    • Performance Report
    • Custodial Report
    • Newsletter

  • 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: 2675638
    • Securities Registrations: Series 65, Series 7, Series 6, Series 24
    • Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health

  • Company Names

    • Registered Investment Advisor: Cedar Mountain Advisors, LLC
    • Broker/Dealer: Securities America, Inc.

  • 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

    • California
    • Idaho
    • Nevada
    • Ohio
    • Oregon
    • Washington

  • Disclosure(s)

    • View Statement

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Charitable, Hourly, Current Review

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios

  • Client Investment Services

    • Securities, Active Management, Index Funds, Exchange Traded Funds, Equity

  • Insurance Products

    • Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Business
 
Contact Daniel
 
Visit Website - http://www.cmapdx.com/ecard.cfm?ID=120963
Paladin Registry

Minimum Asset Requirement

  • $250,000

Types of Clients

  • Individuals & Families
  • Businesses
  • Nonprofit Organizations

Professional Services

  • Planning
  • Investment Advice
  • Money Management
  • Insurance