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 thirteen 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). He is also involved with Linfield College as an alumni member of the football team.

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

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:

I work with the following types of clients:

Individual Investors, Businesses

Education

Academic Background

BA, Business - Linfield College, McMinnville, OR

Services

Investment Types:

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

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses:

Series 7, Series 24, Series 65, Series 63

Insurance and Annuity Licenses:

Long Term Care, Variable Annuity, Disability, 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

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:

$100,000

Compensation Methods:

Commissions, Based on Assets

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®