Daniel J. Weidner
FINANCIAL PLANNING SERVICES
Merchantville, NJ 08109
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CRD#: 5949231
Professional summary
Daniel James Weidner, CFP® is a registered financial advisor currently at FINANCIAL PLANNING SERVICES located in Merchantville, New Jersey.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Daniel has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
25% owner (Treasurer) of property maintenance business, Capstone Property Services LLC - 1 West Walnut Avenue Merchantville, NJ 08109. The business started in July, 2010 and requires about 10 hours per month. I am responsible for: accounts payable, business planning and compliance with State (NJ) regulations.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel James Weidner'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®
Start date: 2014
Experience
Current
February 7, 2017 - Present
FINANCIAL PLANNING SERVICES
Office #1: 1 West Walnut Ave, Merchantville, NJ 08109RIA
CRD#: 129129
Merchantville, NJ
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
New Jersey(2/7/2017)
Exams
Current Firm
FP
FINANCIAL PLANNING SERVICES
FINANCIAL PLANNING SERVICES | WEIDNER ASSOCIATES, LLC | RICHARD H. WEIDNER, INC.
CRD#: 129129 / SEC#:
New Jersey
Registered Investment Advisory firm - (9/22/1993 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 W. Walnut Ave, Merchantville, NJ 08109
Mailing Address
Phone number
(856) 663-7011
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 48,500,000 |
Red Flags
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