Daniel B. Kline

FAIR WINDS FINANCIAL PLANNING

Papillion, NE

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CRD#: 5493133

Professional summary

Daniel Bryan Kline, CFP®, ChFC®, who also goes by Dan Bryan Kline, Daniel B Kline, is a registered financial advisor currently at FAIR WINDS FINANCIAL PLANNING located in Papillion, Nebraska.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Daniel has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dan Bryan Kline | Daniel B Kline

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Bryan Kline'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: 2012

ChFC^®

Chartered Financial Consultant

Experience

Current

April 24, 2024 - Present

FAIR WINDS FINANCIAL PLANNING

RIA

CRD#: 330941

Papillion, NE

Past

April 17, 2009 - September 29, 2014

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

OMAHA, NE

Past

September 23, 2008 - September 29, 2014

MML INVESTORS SERVICES, LLC

CRD#: 10409

OMAHA, NE

Past

March 6, 2008 - July 15, 2008

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

OMAHA, NE

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

Nebraska
(4/24/2024)

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

IAR

Series 65

Date: 3/31/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/28/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 3/5/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FAIR WINDS FINANCIAL PLANNING

FAIR WINDS FINANCIAL PLANNING | FAIR WINDS FINANCIAL PLANNING LLC

CRD#: 330941 / SEC#:

Nebraska

Registered Investment Advisory firm - (4/24/2024 Approved)

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Contact information

Main Address

Papillion, NE

Mailing Address

Phone number

(402) 672-4446

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 B. Kline

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Bryan Kline's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAIR WINDS FINANCIAL PLANNING

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

SUNSET FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/31/2009

Series 63

Date: 3/28/2008

Series 6

Date: 3/5/2008

Current Firm

FAIR WINDS FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

FAIR WINDS FINANCIAL PLANNING

TRUST BUT VERIFY

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