Daniel Nance

Credentials: CFP®

1750 SW Harbor Way
Ste. 340
Portland, Oregon, 97201
Telephone: 503.224.6868 ext. 115
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Registry Member Since 2008

Business Philosophy

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.

1. What are your firm names?
  • Registered Investment Advisor

    Cedar Mountain Advisors, LLC

  • Broker Dealer

    Securities America, Inc.

2. How is your RIA registered?
  • SEC
3. What type of practice do you have?
  • Member Firm or Team
4. What is your relationship to your RIA?
  • Owner
5. What are your years of financial services experience?
  • 14 Years
6. Do you have one or more degrees from an accredited college or university?
School
Degree
Linfield College
BA Business
7. Are you a current member of one or more financial service industry associations?
  • CFP Board of Standards
8. What are your license and registration numbers?
9. What are your current registrations and licenses?
  • No Active Security Licenses
10. Do you acknowledge you are a fiduciary when you provide financial advice and services for fees?
  • Yes
11. In what states are you licensed or registered to sell investment services and products for fees or commissions?
  • Did Not Answer
12. In what states are you licensed to sell insurance products for commissions?
  • Did Not Answer
13. In the past five years, do you have any disclosures on your investment or insurance compliance records?
  • Investment Disclosures: No
  • Insurance Disclosures: No
14. Since you became an adult, do you have any criminal disclosures (misdemeanors/felonies)?
  • No
15. My ADV Part II is:
  • Available Upon Request
16. Do you have any additional disclosures?
  • None
  • 17. What are your methods of compensation?
    • Did Not Answer
    18. Will you work with clients over the telephone and Internet?
    • Did Not Answer
    19. What types of reports do you provide your clients and what is the frequency?
    • Did Not Answer
    20. Will you meet with prospective clients at their locations?
    • Yes
    21. Do you make investment decisions for your clients without their approval in advance?
    • Did Not Answer
    22. Scope of Business: What is your current number of clients (not accounts)?
    • None
    23. Scope of Business: What are your current assets under management or advisement? (Compensation is fees)
    • None
    24. Do you have a minimum fee requirement?
    • Did Not Answer
    25. Do you have a minimum asset requirement?
    • $250,000
    26. Do you speak any additional languages fluently?
    • None
    27. Do you provide any limited engagement services?
    • Planning Only (No investment services)
    • Financial Plan Reviews
    28. Which categories of financial services do you provide for fees? Another professional (CPA, estate attorney) may provide one or more of these services.
    • Planning
    • Investment
    29. Do you sell investment or insurance products for commissions?
    • No
    30. What types of clients do you work with?
    • Individuals
    • Foundations
    31. Which custodian(s) take physical possession of your clients' assets? If applicable, name the top three in order of importance
    • Pershing
    • National Financial

    Certification

    I certify all of the information in my professional profile is accurate and up-to-date.
    Advisor Name: Daniel Nance
    Most Recent Update: Jan 15, 2014