DH
CFP · ChFC
DH
CFP · ChFC

Daniel Louis Hardt

42 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
4,188 clients
Average Client Portfolio
$623K average
Assets Under Management
$2.6B

Fee Structure

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Location

4350 Brownsboro Road, Suite 110, Louisville, KY, 40207

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Daniel is the President of Dan Hardt Financial Services, LLC, a financial planning firm that sells fixed insurance and annuity products, including LTC and disability, dedicating nearly full-time hours to it. He is also the President/Treasurer of Faith and Finances, Inc., a non-profit ministry, and spends minimal time on this.

Employment History
Current Registrations
Oneascent Financial Services LLC
May 2025 - Present · 9 mos
Previous Registrations
G. A. Repple & Company
July 2005 - May 2025 · 19 yrs 10 mos
G. A. Repple & CompanyBroker
July 2005 - May 2025 · 19 yrs 10 mos
Kfg Private Client Services, LLC
November 2001 - January 2004 · 2 yrs 2 mos
1717 Capital Management Company
May 2000 - July 2005 · 5 yrs 2 mos
1717 Capital Management CompanyBroker
July 1995 - July 2005 · 10 yrs
Pml Securities CompanyBroker
June 1995 - July 1995 · 1 mo
Pruco Securities CorporationBroker
September 1983 - August 1995 · 11 yrs 11 mos
State Registrations3 states
INKYTX
Advisor
Exams
No exam information available for this advisor.