DR
CFP
DR
CFP

Daniel Rotter

24 Years of Experience
Naperville, IL
May Earn CommissionSells Insurance

Daniel Rotter is a CFP-designated registered investment advisor at Hampton Financial Services, based in Naperville, IL, with 24 years of industry experience. Their practice areas include Financial Planning & Coaching.

Compensation
Commission-BasedFixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Hampton Financial Services charges an hourly fee for financial planning services, ranging from $75 to $200 per hour, depending on the complexity of the plan. The firm may negotiate hourly fees based on the client's financial assets and planning needs.

Hourly Rate:$75 - $200/hr
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Location

Naperville, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Daniel is the president/owner of Hampton Financial Services, Inc., where he provides financial planning, debt assistance, and tax services. He also sells life insurance and dedicates about 10-20% of his time to Hampton Financial Services.

Employment History
Current Registrations
Hampton Financial Services
January 2002 - Present · 24 yrs 4 mos
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Daniel Rotter - Financial Advisor | TrueAdvisor