Business Description

Cedar Mountain Advisors, LLC is a boutique-consulting firm offering comprehensive financial planning and asset management services. We serve as independent wealth management consultants to individuals, professionals, and business owners. Objectivity and real world expertise are the fundamental values of our firm. Personalized fee-based planning consists of Investment, Retirement, Estate, Education, Business Continuation and Executive Benefit consulting.

Daniel graduated from Linfield College in McMinnville, OR with a Bachelor of Arts degree in Business. Daniel's background encompasses twelve years as an investment advisor. Dan is a Certified Financial Planner (CFP®). This designation was earned through The American College in Pennsylvania. In addition, Daniel is a board member of the Providence Child Center in Portland, and involved in the National Association of Insurance and Financial Advisors (NAIFA).

Originally from the Buckeye state of Ohio, Daniel now lives in West Linn, Oregon with his wife, Heathyr and three children. He enjoys golfing, running and spending time with his family.

General Information

Gender:

Male

CRD#:

2675638

Firm CRD#:

0000000

Name of Broker/Dealer:

Securities America

States Licensed in:

OR, WA, CA, OH, NY

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work Experience:

Our role is to help our clients lead more financially secure lives. Whether you are
concerned about building your retirement nest egg, evaluating how to best utilize a recent
inheritance, or planning for the security of someone you care about, we have the experience and training to help. Our team of highly credentialed professionals (CFP, CLU, ChFC) with more than 70 years of combined planning and investment experience is focuses on your priorities and goals.

I work with the following types of clients:

Individual Investors, Businesses

Education

Academic Background

BA, Business - Linfield College McMinnville, OR

Services

Investment Types:

Alternative Investments, Variable Insurance Products, Mutual Funds, Bonds, Annuities, Stocks

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Financial Planner

Securities Licenses:

Series 63, Life & Health, Series 7, Series 24, Series 65

Insurance and Annuity Licenses:

Disability, Variable Annuity, Long Term Care, Life

Financial Organization Memberships:

National Association of Insurance and Financial Advisors (NAIFA)

Non-Financial Organization Memberships:

Board Member of Providence Child Center

Linfield College Alumni Association

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Assets Managed by Firm:

Yes

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 & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

100000

Compensation Methods:

Based on Assets, Commissions

Fee % Based on Assets:

Additional Details on Charges:

The annual fee for managing assets under management is dependent on account size, type of investments in the portfolio and the amount of time spent on creating the portfolio. The annual fee is also based on meeting the clients expectations from a service standpoint.

Prepared By:

Daniel J. Nance, CFP®

Most Recent Update:

08/26/2008