Featured Business Financial Advisor in Kennewick, WA
Kennewick Financial Advisors
Latitude Wealth Management LLC
7117 West Hood Place, Suite 120
Kennewick, WA 99336
(509) 628-2291
Advisor Profile
Daniel Adams, CFP, AIF
Name:  Daniel Adams, CFP, AIF
Phone Number:  (509) 628-2291
Website:  Visit Website
Disclaimer
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

About Latitude Wealth Management LLC

Latitude Wealth Management was formed in 2014 through the acquisition in 2012 of Hamilton Fisher Wealth Management by Daniel Adams, CFP. Since 2002, we have served our clients in Southeastern Washington State, or wherever they may reside, by providing goal-focused, planning-driven financial solutions with an eye toward achieving our clients' most important financial objectives.
 

General Information

CRD#:    4524182
Firm CRD#:    10299
SEC File#:    26892
Name of Broker/Dealer:    Cetera Advisor Networks LLC
Name of Custodial Firm:    Pershing LLC, TD Ameritrade Institutional
States Licensed in:    AK, AR, AZ, CA, CO, FL, ID, IL, IN, KY, MT, NH, NV, NY, OR, SD, VA, WA, WY.
States Willing to do Business in:    Kennewick,Pasco,Richland,West Richland,Walla Walla
Years of Experience in Financial Services:    16
Number of Years with Current Firm:    4+
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF)
Securities Licenses:    Series 63, Series 7, Series 65
Insurance and Annuity Licenses:    Health, Disability, Long Term Care, Variable, Life
Financial Organization Memberships:    National Association of Estate Planners & Councils (NAEPC), Financial Planning Association (FPA)
Non-Financial Organization Memberships:    Boy Scouts of America; National Eagle Scout Association
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Compensation Methods:    Based on Assets
Fee % Based on Assets:    1.0
 
 
 
Prepared By: Daniel Adams, CFP, AIF
 
 
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