Daniel Bryan Kline
CFP®, ChFC®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dan Bryan Kline, Daniel B Kline
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
FAIR WINDS FINANCIAL PLANNING | FAIR WINDS FINANCIAL PLANNING LLC
Contact Information
Main Address
Papillion, NEPhone Number
(402) 672-4446# of Employees
1Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2008About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Bryan Kline's CRS (Customer Relationship Summary).
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