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LD

Leif K. Daulaire

WADSWORTH & DAULAIRE FINANCIAL PLANNERS
HANOVER, NH 03755
Some features on this profile are disabled
CRD#: 7158572
LD

Professional summary

Leif Kt Daulaire, CFP® is a registered financial advisor currently at WADSWORTH & DAULAIRE FINANCIAL PLANNERS located in Hanover, New Hampshire.

Leif is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Leif has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leif Kt Daulaire'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: 2021

Experience

Current

January 2, 2020 - Present

WADSWORTH & DAULAIRE FINANCIAL PLANNERS

Office #1: 45 Lyme Rd Suite 305a, Hanover, NH 03755
RIA
CRD#: 116464
HANOVER, NH
Past

August 1, 2019 - December 26, 2019

FINANCIAL NAVIGATORS INC.

RIA
CRD#: 134873
Lebanon, NH

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 Hampshire
(1/2/2020)
IAR
Vermont
(1/3/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/3/2019
Uniform Investment Adviser Law Examination

Current Firm

W&
WADSWORTH & DAULAIRE FINANCIAL PLANNERS
HANSEN ACCOUNTING SERVICES INC. | WADSWORTH & HANSEN, FINANCIAL PLANNERS | WADSWORTH & HANSEN FINANCIAL PLANNERS | WADSWORTH & DAULAIRE, FINANCIAL PLANNERS | WADSWORTH & DAULAIRE FINANCIAL PLANNERS

CRD#: 116464 / SEC#:

New Hampshire
Registered Investment Advisory firm - (10/9/1995 Approved)
Vermont
Registered Investment Advisory firm - (8/23/2019 Approved)
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Contact information

Main Address
45 Lyme Rd Suite 305a, Hanover, NH 03755
Mailing Address
Phone number
(603) 448-1705
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Red Flags

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Company Information

WADSWORTH & DAULAIRE FINANCIAL PLANNERS

CRD#: 116464Hanover, NH 03755

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