Daniel Adams, CFP, AIF

Tel: (509) 628-2291
7117 West Hood Place, Suite 120
Kennewick, WA 99336
Latitude Wealth Management LLC | Financial Advisor in Kennewick ,WA

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.

15 Years of Experience



General Information
Firm Start Year:   2002
No.of Employees:   2-4
Name of Broker/Dealer:   Cetera Advisors LLC
Name of Custodial Firm:   Pershing LLC
States Licensed in:   AK, AR, AZ, CA, CO, FL, ID, IL, IN, KY, MT, NH, NV, NY, OR, SD, VA,
WA, WY.
Number of Years with Current Firm:   3+


Qualifications & Memberships
Insurance and Annuity Licenses:   Variable , Life , Long Term Care , Health , Disability
Financial Organization Memberships:   Financial Planning Association (FPA) , National Association of Estate Planners & Councils (NAEPC)
Non-Financial Organization Memberships:   Boy Scouts of America; National Eagle Scout Association


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 and Fees
Fee Structure:   I am a Fee-Based financial professional
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1.0


Board Positions
Organization:  Walla Walla Valley Estate Planning Council
Position :  Board Member

Education
Bachelor of Science - Mechanical Engineering  Northwestern University - Evanston, IL
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Master of Science - Biomedical Engineering  Tulane University - New Orleans, LA
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FAQs


DISCLAIMER

Latitude Wealth Management LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Advisory services and securities offered through Cetera Advisors LLC, member FINRA, SIPC Latitude Wealth Management LLC is independent of Cetera Advisors LLC.

Daniel Adams, CFP, AIF

Daniel Adams, CFP, AIF

AIF, CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


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.

Communities Served

Kennewick Pasco
Richland West Richland
Walla Walla

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM