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Daniel Bryan Kline

Fair Winds Financial Planning

Papillion, NE

CRD 5493133

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Employer firm

Fair Winds Financial Planning CRD 330941

Reported services (Item 5G)

  • Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers
Fair Winds Financial Planning

Papillion, NE • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-04-24
  • NE RA
    APPROVED
    Since 2024-04-24

Branch Locations

Papillion, NE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First National Bank Of Omaha Omaha NE 07/2014 03/2024
Fair Winds Financial Planning Llc Papillion NE 04/2024 Present
  • 07/2014 → 03/2024
    First National Bank Of Omaha
    Omaha, NE
  • 04/2024 → Present
    Fair Winds Financial Planning Llc
    Papillion, NE
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-03-31
S63 Uniform Securities Agent State Law Examination 2008-03-28
  • S65 Uniform Investment Adviser Law Examination
    2009-03-31
  • S63 Uniform Securities Agent State Law Examination
    2008-03-28
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Dan Bryan Kline
  • Daniel B Kline
  • Daniel B Kline

View on SEC IAPD

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