wiseradvisor


Daniel  Wiersma, AIF®
Harbor Wealth Management / LPL Financial

Tel: 253-858-6004
5801 Soundview Drive #250
Gig Harbor, WA 98335
Harbor Wealth Management / LPL Financial | Financial Advisor in Gig Harbor ,WA

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About Daniel  Wiersma

Dan Wiersma is the owner of Harbor Wealth Management and has been a Financial Advisor since 1992. He developed this client-centered firm in 2010 to provide comprehensive financial services in a supportive and comfortable environment. Dan listens closely to his clients and works hard to provide a plan that fits their unique needs. He brings a wealth of knowledge and a depth of caring when working with his clients and takes great care to understand what is important to them. Dan is happy to welcome new clients and looks forward to co-creating a financial plan that fits your goals.

Dan grew up in Canby, Oregon on a Christmas tree farm. He later attended Pacific Lutheran University where he met his wife, Erika. They are raising their family in beautiful Gig Harbor and enjoy the many outdoor activities this area offers.

Dan holds the following Registrations and Licenses through LPL Financial: FINRA Series 6,7,63,65 Insurance License State of WA, CA AIF Designation - Accredited Investment Fiduciary


About Harbor Wealth Management / LPL Financial

At Harbor Wealth Management we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill

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General Information

Firm Start Year:   2010
No.of Employees:   2-4
Insurance License#:   71917
Name of Broker/Dealer:   LPL Financial
States Licensed in:   WA, OR, CA
Number of Years with Current Firm:   3
Work Experience:   1990 Began at Thrivent Financial to 2002 Mass Mutual 2002 to 2004 Commonwealth Financial 2004 to 2010. Started Harbor Wealth Management in 2010 to Present
Work with the following types of clients:   Individual Investors
Advisory Services Provided:   Financial Planning for Individuals, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management

Services

Investment Types:   Bonds, Mutual Funds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Phone, Your Home, Our Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Advisor's Number of Clients:   100
Advisor's Number of Managed Clients:   75
Advisor's Number of Planning Clients:   40
Assets Managed by Advisor:   $40,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   250000
Compensation Methods:   Commissions, Hourly, Based on Assets
Fee % Based on Assets:   1.15%
Hourly Rate:   250
Additional Details on Charges:   1.15% on accounts less than $250,000 on average
Minimum Fee Charged for Managed Accounts:   1.15%

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Financial Services

Financial Planning for Individuals

We have a process of getting to understand you and your unique situation. Then work together to build a plan that fits your long term financial goals

Retirement Planning

Building an Income plan that provides income replacement for when you stop working. Integrating SS, Pensions and other assets you have worked hard for.

Insurance Planning

We can review current life policy's to make sure they are competitive as well as make sure the beneficiary's are up to date

Annuities

Are a tool with unique benefits as well as limitations. Every situation is unique

Risk Management

We ask a lot of questions to determine what risk you feel comfortable with. Then make small adjustments moving forward to keep you within your risk profile

Money Management

We have access to institutional asset managers that that have long track records helping individual investors. In addition we have access to asset managers target specific areas looking for additional return


Disclosures

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

LPL WiserAdvisor Cash Solicitor Disclosure

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-solicitor-disclosure.pdf

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, OR, WA.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Communities Served

Tacoma-Seattle- Poulsbo
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