1297 Hillview Drive, Corydon, IN, 47112
Get directionsNo 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.
Learn about disclosures →Dan is a registered investment advisor in Indiana since 2004, providing investment advice for a flat fee, taking minimal time outside of trading hours. He also sells fixed life insurance products, dedicating a few hours per week, and is the president of a non-profit cemetery association, requiring no time commitment.