DK
CFP · ChFC
DK
CFP · ChFC

Daniel Kline

7 Years of Experience
Papillion, NE

Daniel Kline is a CFP, ChFC-designated registered investment advisor at Fair Winds Financial Planning, based in Papillion, NE, with 7 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

  • Comprehensive financial plan — $2,500 to $7,000, depending on the complexity of the situation.
  • Hourly financial planning — $125 per hour, billed in 30-minute increments.
One-Time Plan:$2,500 - $7,000
Hourly Rate:$125/hr
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Location

Papillion, NE

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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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Employment History
Current Registrations
Fair Winds Financial Planning
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
MML Investors Services, LLC
April 2009 - September 2014 · 5 yrs 5 mos
State Registrations1 state
NE
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 Kline - Financial Advisor | TrueAdvisor