Daniel
Hine
Core Planning
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About this Advisor
Daniel Hine is a financial advisor based in Stillwater, Minnesota, working with Core Planning. Daniel has previously held positions at Cliftonlarsonallen Wealth Advisors, LLC, University Of Minnesota, U. S. Army, Mn National Guard, Minnesota Army National Guard, and Core Planning. Daniel has passed the Series 65 regulatory exam and is registered to provide services in Minnesota and Missouri. Currently, Daniel is part of Core Planning, which is located in Stillwater, Minnesota. The firm has 32 employees and manages assets totaling $121.5 million. Core Planning serves high-net-worth clients and offers services such as financial planning services and portfolio management for individuals and small businesses. The fee structure at Core Planning includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Core Planning Brokerage Details
$121,451,500
32
884
$137,389
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Daniel Hine Work History
Core Planning
Minnesota Army National Guard
Cliftonlarsonallen Wealth Advisors, LLC
University Of Minnesota
Mn National Guard
U. S. Army
Disclosures
Please visit the SEC profile of Daniel Hine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Core Planning
Pittsburgh, PA
Florissant, MO
Carbondale, IL
Garland, TX
Johns Island, SC
Chicago, IL
O Fallon, MO
Brooklyn, NY
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
