Daniel K. Smith, CDFA

Financial Neutral Twenty Twenty Wealth & Advisory Partners

Office W175 N11081 Stonewood Drive, STE 207 Germantown WI 53022 Office Phone: 262-373-6080 Member Since:: April 10, 2012

Biographical Info

Education

CDFA

Training

Affiliate Training with Garrick Zielinski-March 28, 2012; 1st Annual Family Tax Seminar-January 2013; 13th Annual Meeting & Symposium-Nov 2013; Building Blocks of Collaborative Practice, April/May 2015; 15th Annual Meeting-Nov 2015

Profile

Membership Distinctions

Recipient: Kathleen M. Baird Dolphin Award, 2016

Meets/Exceeds the CFLCW Continuing Collaborative Credit Program

Map

W175 N11081 Stonewood Drive, STE 207 Germantown WI 53022

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Daniel K. Smith CDFA | Find A Professional