Danielle R. Harrison
HARRISON FINANCIAL PLANNING
Columbia, MO 65203
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CRD#: 7306154
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 .
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 to beginning my financial planning career I worked as a mortgage lender while attending graduate school and spent seven years as a commercial lender.
As a financial planner, I am able to combine my love of finances and passion for helping individuals into a fulfilling career.
In my downtime, I spend time with my husband, Jonathan, Group Practice Manager at the local Veterans’ Hospital, my two young sons, William and Alexander, and our dog, Carson.
Education
University of Missouri: Masters of Business Administration (MBA)
Westminster College: Bachelors of Arts in Economics and Business Administration with concentrations in Finance, Management, and Entrepreneurship
Certifications
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Financial Therapist-I™ Professional
Community Involvement
Mobility Worldwide-Columbia, MO (Past Board President & Current Board Member)
Alzheimer’s Association-Greater Missouri (Past Board Member)
Heart of Missouri Girls on the Run (Past Board Treasurer)
Rotaract of Columbia (Past Board President)
Question & Answer
What are your service offerings?
Estate Planning
Tax Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Small Business Planning
Retirement Income Management
Investment Planning
Social Security Planning
Inheritance
Budgeting
Insurance Planning
Retirement Planning
Life Transitions
Debt Management
Education Planning
Do you have an area of expertise or specialization?
Charitable Giving
Estate & Generational Planning...
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Danielle Rae Bauer
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.
CRS (Client Relationship Summary) - RIA
Click below to view Danielle Rae Harrison'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: 2019
Experience
Current
December 8, 2020 - Present
HARRISON FINANCIAL PLANNING
Office #1: 303 N. Stadium Blvd. Suite 200, Columbia, MO 65203RIA
CRD#: 311435
Columbia, MO
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
Missouri(12/8/2020)
IAR
Texas(2/23/2022)
Exams
Current Firm
HARRISON FINANCIAL PLANNING
HARRISON FINANCIAL PLANNING | HARRISON FP LLC
CRD#: 311435 / SEC#:
Missouri
Registered Investment Advisory firm - (12/7/2020 Approved)Texas
Registered Investment Advisory firm - (2/11/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 N. Stadium Blvd. Suite 200, Columbia, MO 65203
Mailing Address
Phone number
(573) 340-3979
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 135 |
| AUM (Assets Under Management) | $ 25,734,318 |
Red Flags
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