Daniel D. Hiebert

OAK FINANCIAL PLANNING AND COACHING

Maple Grove, MN 55311

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CRD#: 2734393

Professional summary

Daniel David Hiebert, CFP®, who also goes by Dan Hiebert, Daniel David Hiebert II, is a registered financial advisor currently at OAK FINANCIAL PLANNING AND COACHING, LLC located in Maple Grove, Minnesota.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Daniel has worked at 3 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dan Hiebert | Daniel David Hiebert Ii

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) 2007-Present: College for Financial Planning/Not investment related/Centennial, CO/Adjunct Professor/Education/Involves three percent or less time each month after traditional business hours.//(2) 2008-Present: University of Minnesota State- Mankato/Not investment related/Mankato, MN/Adjunct Professor/Education/Involves three percent or less time each month after traditional business hours.//(3) 2008-Present: The American College/Not investment related/Bryn Mawr, PA/Adjunct Professor/Education/Involves three percent or less time each month after traditional business hours.//(4) 2008-Present: Keir Education Services/Not investment related/Middletown, OH/Instructor/Education/Involves three percent or less time each month after traditional business hours.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel David Hiebert's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

August 29, 2016 - Present

OAK FINANCIAL PLANNING AND COACHING, LLC

Office #1: 6278 Dallas Court N, Maple Grove, MN 55311

RIA

CRD#: 283894

Maple Grove, MN

Past

September 17, 2013 - June 24, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

September 11, 1996 - December 31, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 11, 1996 - April 1, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(8/29/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/14/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/31/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/27/2013

General Securities Principal Examination

Current Firm

OAK FINANCIAL PLANNING AND COACHING, LLC

OAK FINANCIAL PLANNING AND COACHING, LLC | OAK FINANCIAL PLANNING, INC. | OAK FINANCIAL PLANNING INC.

CRD#: 283894 / SEC#:

Minnesota

Registered Investment Advisory firm - (8/29/2016 Approved)

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Contact information

Main Address

6278 Dallas Court N, Maple Grove, MN 55311

Mailing Address

6278 Dallas Court N, Maple Grove, MN 55311

Phone number

(612) 978-8937

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Daniel D. Hiebert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel David Hiebert's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAK FINANCIAL PLANNING AND COACHING, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/14/1996

Series 7

Date: 5/31/1996

Series 24

Date: 9/27/2013

Current Firm

OAK FINANCIAL PLANNING AND COACHING, LLC

Contact information

Documents

Red Flags

Company Information

OAK FINANCIAL PLANNING AND COACHING, LLC

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