Danielle Rae Harrison
CFP®Professional Summary
Danielle Rae Harrison, CFP®, who also goes by Danielle Rae Bauer, is a registered financial advisor currently at HARRISON FINANCIAL PLANNING located in Columbia, Missouri. Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Danielle has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate & Legacy Planning
- Tax Planning
- Business Services
- Financial Planning
- Retirement Planning
- Investment Management
- Social Security & Medicare Planning
- Cashflow & Budgeting
- Risk Management & Insurance
- Education Funding
Biography
Background My fascination with finance began before I even stepped foot in kindergarten when I discovered the eighth wonder of the world– compound interest. In 5th grade when asked to draw what I wanted to be when I grew up, I didn’t draw the customary teacher, doctor, or singer, but rather a stockbroker. And in middle school, instead of reading the typical teenage magazines, my father purchased me subscriptions to Money Magazine and Kiplinger. Prior...
Other Aliases
Danielle Rae Bauer
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
HARRISON FINANCIAL PLANNING | HARRISON FP LLC
Contact Information
Main Address
204 Peach Way Suite D, Columbia, MO 65203Phone Number
(573) 340-3979# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
162AUM (Assets Under Management)
$32,000,969Similar Advisors
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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
(12/8/2020)
(2/23/2022)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Danielle Rae Harrison's CRS (Customer Relationship Summary).
Services Offered by Danielle
- Estate & Legacy Planning
- Tax Planning
- Business Services
- Financial Planning
- Retirement Planning
- Investment Management
- Social Security & Medicare Planning
- Cashflow & Budgeting
- Risk Management & Insurance
- Education Funding
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