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Qualifications of Financial Advisor in Kennewick

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Financial Advisors in Kennewick, Washington
Financial Advisor Office Location Phone Number
Daniel Adams, CFP®, AIF®,
Latitude Wealth Management LLC
7117 West Hood Place, Suite 120,
Kennewick, WA  99336
(509) 628-2291

Information on Qualified Financial Advisors in Kennewick

Qualifications CRD# 4524182
FirmCRD# 10299
Series 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 7117 West Hood Place, Suite 120,
Kennewick,
WA 
99336
Phone Number (509) 6282291

Daniel Adams, owner and principal of Latitude Wealth Management, has been advising on financial matters for over a decade. You might even say he has financial planning in his DNA — Dan’s family has been helping investors plan their financial futures since the early 1950s. His practice evolved from his parents’ financial services business and his grandfather’s insurance business, spanning over six decades of service to their valued clients. Many of his clients today represent the fourth generation in their family to work with a member of Dan’s family toward accomplishing their most important financial objectives.

About Latitude Wealth Management LLC

Latitude Wealth Management LLC 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.



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